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DFI Retail Group Holdings (DFI SP)
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131
Analysis
Consumer Staples
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Singapore
DFI Retail Group Holdings Ltd operates as a holding company. The Company, through its subsidiaries, focuses on retail stores such as supermarkets, drugstores, and convenience stores. DFI Retail Group Holdings serves customers in Asia.
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bullish
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Jardine Matheson Holdings
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30 Jul 2020 13:14
StubWorld: Would Jardines Move Back To HK?
This week in StubWorld ... Jardine Matheson Holdings (JM SP) is trading "cheap" at a 32% discount to NAV, adjusting for cross-holding. Jardine...
David Blennerhassett
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634 Views
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bullish
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Thematic (Sector/Industry)
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12 Jul 2020 15:52
PAP Retains Power, but Faces the Largest Opposition Contingent Since Independence
Singapore's election was a net plus for democracy, with the PAP retaining power comfortably, but receiving a significant jolt from the Workers...
Prasenjit K. Basu
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477 Views
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bearish
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Shiseido Company
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17 Jun 2020 08:37
Shrinking & Shifting Personal Consmpn. WFH - Here to Stay? SG/HK Retail Analysis
With Work-from-Home now gaining wider acceptance and could possibly be part of new normal (post-COVID life), we believe there will be lesser need...
Devi Subhakesan
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359 Views
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bullish
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Sheng Siong
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11 Jun 2020 00:02
ASEAN Consumer Staples: Sheng Siong (SSG SP)/Dairy Farm (DFI SP) Pair Trade
Sheng Siong (SSG SP) is a pureplay neighborhood-supermarket operator based in Singapore with attractive operating metrics. Dairy Farm Intl Hldgs...
Devi Subhakesan
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635 Views
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bearish
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Cross Asset Strategy
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23 Mar 2020 16:31
The Week That Was in ASEAN@Smartkarma - COVID-19 Policies, Gojek, and Digital Banking
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
Angus Mackintosh
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328 Views
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