A Bottom Has Been Established; Possible Retest?
In today’s report we outline our belief that the combination of extreme oversold conditions and several key sectors/industries holding above major...
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Coffee Day Ent.: Hazy Liabilities Still Pose a Risk to the Pure Coffee Play Upside.
Coffee Day Enterprises (CCD IN)'s stock upside lie in the likely scenario of the company emerging as a pure coffee retail play as it sheds stake in...
447 Views
The Week that Was in ASEAN@Smartkarma - Smartphones, Indonesian Cement, and Tobacco
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
455 Views
Jollibee's (JFC PM) Acquisition of Coffee Bean - Value Buy in Asia's 'Hot' Coffee Segment
Jollibee Foods (JFC PM), amongst the largest Asia-bred fast-food retail chain operators, has announced its plans to acquire the privately-held...
580 Views
Last Week in Event SPACE: Toshiba, Meituan/Xiaomi, Harbin Electric, Asia Sat, Jardines, Caesars
Last Week in Event SPACE ... Despite Toshiba Corp (6502 JP) having underperformed the TOPIX100 since the buybacks began and ~10% of shares out to...
533 Views