StubWorld: Matheson Nudges Strategic Headroom
This week in StubWorld ... Recent buying by Jardine Matheson Hldgs (JM SP) into Jardine Strategic Hldgs (JS SP) leaves minimal room for future...
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President Chain Store: The Everywhere-Everything 7-Eleven Operator of Taiwan
When I visited Taiwan recently, I was awed by the omnipresence of the 7-Eleven stores. Like in Japan, organised convenience chains have deeply...
685 Views
The Week that Was in ASEAN@Smartkarma - Political Pessimism, Indo Retail, and Philippines Gaming
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
368 Views
Daily Convenience Shopping: The 3 Best Stock Ideas from Asia Ex-Japan
Are you male? Do you eat home-cooked food? If your answer to my first question was Yes, and to the second was No, you would have fit into the prime...
719 Views
ShengSiong: The Neighbourhood Grocer for Value-Seeking Asians
The ShengSiong (SSG SP) group enjoys a unique position amongst modern food retailers in Singapore, with proximity to densely populated mass-market...
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