TRADE IDEA - First Pacific Stub (142 HK): Taming the Beast
The history of First Pacific Co (142 HK) is a fascinating saga wrought with cronyism, deception and political turmoil. From its founding in 1981 by...
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Mitra Adiperkasa (MAPI IJ): Digesting the New Structure
Mitra Adiperkasa (MAPI IJ) is the biggest retailer in Indonesia in terms of turnover and store count, holding exclusive licenses to over 150 global...
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INDO Snippets: New Import Tariff, #Jokowi2019, Go-Viet Launch
INDO Snippets summarizes on the ground chatter that may have a meaningful impact on the Indonesian equity market. Today on INDO Snippets: New...
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Yili Industrial 2Q Results Commentary And Updated Model Portfolio.
The reaction to Yili's results tells a lot about the state of the stock market. Winter is here. This is not merely a stock market correction, it is...
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AxJ Consumer Sector: A Different Approach to Investment Research and Model Portfolio
This paper addresses the structural changes in external investment research. Traditional sell-side research does not meet the needs of fund...
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