Thai Beverage (Thbev): Brewing for Reopening
Thai Beverage is uniquely positioned as a Thai company listed in Singapore with an exposure to the reopening of tourism in Thailand.
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Tang Palace: Deep Value or Value Trap
Current share price points to juicy yields on a pre-COVID basis, but is there any value trap? We examine business economics in detail.
489 Views
The Week that Was in ASEAN@Smartkarma - Thailand's COVID, a Global Indofood, and a +ve for DBS
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
285 Views
Haidilao (6862): A Recovery Is on the Way
Poor 1H 2020 caused by COVID-19 has forced the management to shut a majority of its outlets, however, most Haidilao outlets would have operated by...
390 Views
Smartkarma Originals
Asia Restaurant Sector: Disrupted. Opportunities/Challenges Ahead -Time to Pivot & Persist
Restaurants globally not just in Asia are passing their darkest days as pandemic-led caution and restrictions have impacted operations and...
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