The New Year's Week that Was in ASEAN@Smartkarma - Taxes, Beer, and Optimism
This week's voluminous offering includes insights published over the Festive period and is, as always, packed with an eclectic mix of insights,...
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The Week That Was in ASEAN@Smartkarma - Breadtalk,Trade, and Competitiveness
Special InsightIn this fascinating insight, Confessions of an Independent Research Analyst, Douglas Kim presents his experiences as an independent...
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Breadtalk 3Q17 Shows Further Margin Improvement
Breadtalk Group Ltd (BREAD SP) continues its trend of lower revenues but higher profits. The full results set and presentation was uploaded on SGX...
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QAF: Improving Bakery + Listing of Pork Business + Net Cash = 10% to 16% Upside Not Yet Baked In
QAF’s 72% drop in headline net profit for 1H17 does not look pretty, but it masks the overall potential of the underlying businesses. Also, the...
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Breadtalk 1H17 Results: Focus on Margins over Revenues Ongoing & More Special Dividends on the Way
Last week Breadtalk Group Ltd (BREAD SP) reported its 2Q17 results. The trend of slightly declining revenues but much higher bottom line profits...
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