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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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Dairy Farm International Holdings
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01 Aug 2017 16:12
Dairy Farm International: Who Moved My Cheese?
Complacency makes Dairy Farm a perfect shortDairy Farm Intl Hldgs Ltd (DFI SP) has enjoyed being an oligopoly in Hong Kong and Singapore’s...
Viki W.K. Li
621 Views
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bullish
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Thematic (Sector/Industry)
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30 Jul 2017 21:19
Beverage in Indonesia: Quench Your Thirst!
Recalling my growing up days in Indonesia, being taught on the 3 basic human needs; shelter, food and clothing. They forgot to include one;...
Henry Soediarko
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443 Views
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bullish
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Jardine Cycle & Carriage
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02 May 2017 15:38
AGM Jardine Cycle & Carriage (JCNC SP): Betting on ASEAN; but Remains a Discount Play on Astra
On Friday 28th of April I attended the AGM of Jardine Cycle & Carriage Ltd (JCNC SP) in Singapore. It is the only AGM of all the Jardines Group...
Nicolas Van Broekhoven
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445 Views
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bullish
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Thematic (Sector/Industry)
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17 Mar 2017 20:40
The Week That Was in ASEAN@Smartkarma - Consumers, Frontiers, and Mortgages
The Week That Was in ASEAN@SmartkarmaIn this week's ASEAN weekly, better consumption numbers in Indonesia are a theme, with Angus...
Angus Mackintosh
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1.5k Views
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bullish
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Thematic (Sector/Industry)
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05 Mar 2017 19:19
The Week That Was in ASEAN@Smartkarma (Part 2) - Macet=Traffic Jam
For this week's ASEAN Weekly, created in the midst of Jakarta "Macet", I interviewed Insight Provider and Thai guru Athaporn Arayasantiparb to...
Angus Mackintosh
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270 Views
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