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...
281 Views
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...
580 Views
Discover Singapore: Gallant Venture; 71% Stake in Indomobil = Mkt Cap, Other Assets for Free
Gallant Venture Ltd (GALV SP) is a Salim controlled investment holding founded in 2003 and IPO'd in '06 GALV is a commercial developer,...
619 Views
Indomobil Sukses Internasional - The Changeling? - On the Ground in J-Town
A recent visit to Indomobil Sukses Internasional Tbk Pt (IMAS IJ) in Jakarta revealed a fascinating transformation story and an obvious...
388 Views
Sido Muncul: Transforming Family Business into a Shareholder Friendly Listed Entity
Since the first chronicle on Industri Jamu Dan Farmasi Sd Mncl Tbk Pt (SIDO IJ) in Sido Muncul: Your Herbal Remedy Solution that Pays...
730 Views