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...
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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...
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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...
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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...
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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;...
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