Health & Happiness: Paid the Price for Future Growth?
Despite the market showing knee-jerk reaction post the announcement that the Health and Happiness (H&H) (1112 HK) acquisition of Swisse will...
261 Views
The Week that Was in ASEAN@Smartkarma - Supermarkets, Chinese Tourists, and DNA
Please find below a short summary of this week's bottom up and Top Down and thematic insights in ASEAN@Smartkarma. I also include a brief summary...
153 Views
Not Just a Minor Miss: A Dividend Cut Is Inevitable.
Most sell-side analysts considered Dairy Farm’s 1H17 results not too worrisome but "just a minor miss". Sales stayed flat at constant exchange...
672 Views
Short Dairy Farm
Dairy Farm shows an impulsive decline after breaking support at 8.60 followed by a corrective uptick sequence in June-July that set up a fresh leg...
163 Views
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...
627 Views