Nissin Food (1475): HK COVID-19 - Reversal of WFH Vs Going Out
How severe it will get in Hong Kong and will the government re-instate the lockdown. It is time to go long Nissin food and start shorting MTR and...
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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.
357 Views
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.
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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...
296 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...
397 Views