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Dairy Farm International Holdings (DFI SP)
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116
Analysis
Consumer Staples
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Singapore
Dairy Farm International Holdings Limited and its subsidiaries operate retail stores such as supermarkets, drugstores, and convenience stores in Hong Kong, Taiwan, China, Singapore, Malaysia, Indonesia, India.
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bearish
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Jardine Matheson Holdings
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30 Aug 2021 19:18
Jardine Matheson: Value Gradually Emerging Four Months On
Collapsing the circularity and removing its complexity should drive interest in Matheson. And holdings like HKL are cheap at 0.3x P/B. The pushback...
David Blennerhassett
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301 Views
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bullish
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Cross Asset Strategy
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16 Aug 2021 22:21
The Week That Was in ASEAN@Smartkarma - Grab Deep Dive, Philippines REITs, and Indonesia Convergence
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
Angus Mackintosh
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150 Views
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bullish
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Sheng Siong
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23 Jun 2021 16:33
Sheng Siong: E-Groceries
Sheng Siong (SSG SP) foray into the online grocery market is exciting albeit it could be a little late therefore potential market share that it can...
Henry Soediarko
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291 Views
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bullish
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Cross Asset Strategy
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31 May 2021 20:57
The Week That Was in ASEAN@Smartkarma - Post Pandemic Singapore, Digital Telkom, and the PSE
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
Angus Mackintosh
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175 Views
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bullish
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Thematic (Sector/Industry)
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17 May 2021 07:37
Singapore Mini Lockdown: Winners and Losers
In this report, we identify that Sheng Siong (SSG SP) , Sea Ltd (SE US) and Singapore Post (SPOST SP)as winners while Comfortdelgro Corp (CD SP)...
Henry Soediarko
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358 Views
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