Asian Insight Provider - Actionable ideas, CrossASEAN Research

Henry Soediarko

Asian Insight Provider - Actionable ideas

CrossASEAN Research

At CrossASEAN Research we strive to produce unbiased and differentiated on the ground insights on companies across South East Asia. Our Research is produced for the most part after face to face meetings and conversations with company management to dig deep into the long term vision and strategy of the companies we cover. We seek to deliver investable and actionable themes on sectors and markets across SE Asia, often in collaboration with other Insight Providers across the region, pooling the vast experience of the analysts within the Smartkarma Ecosystem. We also offer bespoke work and tailor made trips for our clients. 

Insights across South East Asia

Thematic (Sector/Industry)

<p>For investors who are not based in Singapore, the mini lockdown in Singapore has started again due to the sudden increase in the number of community cases which previously was relatively under control. Before one thinks that it is a too-harsh of a policy, the rate of the increase of unlinked community cases in Singapore is high. This matters a lot because every Singapore residents need to check in every establishment using either an Identification card, Trace Together app, or token which has proved to be very effective as for months, most of the COVID-19 cases can be traced and therefore allows the government to take the necessary actions. </p>
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<p>This time is different. Alongside the third wave that has hit India and Thailand, Singapore, too, is hit. The Singapore government's response to this is very much like the first lock-down (Circuit Breaker), that they minimize public interactions so that the number of community cases does not increase and provide them with the time to perform contact tracing thoroughly. </p>
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<p>In this report, we identify that <a href="https://www.smartkarma.com/entities/sheng-siong-group-ltd" target="_blank" data-smartkarma-citation="entities:6824:1" rel="noopener">Sheng Siong (SSG SP)</a> , <a href="https://www.smartkarma.com/entities/sea-ltd" target="_blank" data-smartkarma-citation="entities:8509:1" rel="noopener">Sea Ltd (SE US)</a> and <a href="https://www.smartkarma.com/entities/singapore-post-ltd" target="_blank" data-smartkarma-citation="entities:150:1" rel="noopener">Singapore Post (SPOST SP)</a>as winners while <a href="https://www.smartkarma.com/entities/comfortdelgro-corp-ltd" target="_blank" data-smartkarma-citation="entities:497:1" rel="noopener">Comfortdelgro Corp (CD SP)</a> and <a href="https://www.smartkarma.com/entities/genting-singapore-ltd" target="_blank" data-smartkarma-citation="entities:439:1" rel="noopener">Genting Singapore (GENS SP)</a>as losers. </p>

For investors who are not based in Singapore, the mini lockdown in Singapore has started again due to the sudden increase in the number of community cases which previously was relatively under control. Before one thinks that it is a too-harsh of a policy, the rate of the increase of unlinked community cases in Singapore is high. This matters a lot because every Singapore residents need to check in every establishment using either an Identification card, Trace Together app, or token which has proved to be very effective as for months, most of the COVID-19 cases can be traced and therefore allows the government to take the necessary actions. 

This time is different. Alongside the third wave that has hit India and Thailand, Singapore, too, is hit. The Singapore government's response to this is very much like the first lock-down (Circuit Breaker), that they minimize public interactions so that the number of community cases does not increase and provide them with the time to perform contact tracing thoroughly. 

In this report, we identify that Sheng Siong (SSG SP) , Sea Ltd (SE US) and Singapore Post (SPOST SP)as winners while Comfortdelgro Corp (CD SP) and Genting Singapore (GENS SP)as losers. 

Singapore Mini Lockdown: Winners and Losers

Making sense of the Global Market, Euromonitor International Ltd.

Yu Mitsuhashi

Making sense of the Global Market

Euromonitor International Ltd.

We are a global market research company focused on industries, countries, economies and consumers worldwide. Our cross-country comparable research helps your organisation identify opportunities and develop growth strategies in countries and regions across the globe. With offices around the world, 1,200 analysts in 100 countries and market research on every key trend and driver, we give you powerful access to the real story behind consumer change.

<ul><li>Volume sales of rice, pasta and noodles marginally decline to 248,500 tonnes, while value sales grow 2%, reaching HKD4.9 billion</li><li>Consumers are excited to try out organic, or other health and wellness staple foods for overall wellbeing</li><li>Pasta records highest value growth of 4% in 2017</li><li>The average unit price of rice, pasta and noodles rises 2% in 2017 as manufacturers launch more premium products to cope with the demand for healthier diets</li><li>Nissin Foods Co Ltd leads overall but also sales of instant noodle cups and pouches with a 67% and 65% value share respectively, due largely to the specific strong flavours available</li><li>Rice, pasta and noodles is expected to record a negative 1% value CAGR at constant 2017 prices over the forecast period, falling to sales of HKD4.7 billion in 2022</li></ul>

Volume sales of rice, pasta and noodles marginally decline to 248,500 tonnes, while value sales grow 2%, reaching HKD4.9 billionConsumers are excited to try out organic, or other health and wellness staple foods for overall wellbeingPasta records highest value growth of 4% in 2017The average unit price of rice, pasta and noodles rises 2% in 2017 as manufacturers launch more premium products to cope with the demand for healthier dietsNissin Foods Co Ltd leads overall but also sales of instant noodle cups and pouches with a 67% and 65% value share respectively, due largely to the specific strong flavours availableRice, pasta and noodles is expected to record a negative 1% value CAGR at constant 2017 prices over the forecast period, falling to sales of HKD4.7 billion in 2022

Sector Capsule: Rice, Pasta and Noodles in Hong Kong, China

Hong Kong

Golden Resources Development International Limited, through its subsidiaries, sources, imports, wholesales, processes, packages, markets, and distributes rice.  The Company also provides warehouse storage and logistics services and invests in properties and securities.

Golden Resources Development Int Ltd. (677 HK)

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Golden Resources Development Int Ltd. (677 HK)

Singapore Mini Lockdown: Winners and Losers

In this report, we identify that Sheng Siong (SSG SP) , Sea Ltd (SE US) and Singapore Post (SPOST SP)as winners while Comfortdelgro Corp (CD SP)...

Henry Soediarko

Sector Capsule: Rice, Pasta and Noodles in Hong Kong, China

Volume sales of rice, pasta and noodles marginally decline to 248,500 tonnes, while value sales grow 2%, reaching HKD4.9 billion Consumers are...

Euromonitor International Ltd.

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