Three Chinese Stocks that Meet Warren Buffett's Definition Of "Dream Business"
We have developed two primary metrics to gauge the "dream business" quality of business: i.e., the return on retained earnings and the incremental...
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Valuation Check-Up: High-ROIC, Cash-Rich Restaurants in China
Following our last episode of "Valuation Check-up" related to China's travel industry, we take a look at another victim group of the pandemic - the...
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Yum China Secondary Listing: Accelerating EBIT Growth Justifies Elevated Valuation Multiples
As Yum China, the operator of world-famous restaurant brands such as KFC, Pizza Hut, Taco Bell and Lavazza in China prepares for a secondary...
337 Views
HSCI Index Rebalance - Stock Connect Flows Coming Up
The Hang Seng Indexes Company Limited (HSIL) announced the results of its review of the Hang Seng Family of Indexes post market close on 14 August....
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The Week that Was in ASEAN@Smartkarma - Thailand's COVID, a Global Indofood, and a +ve for DBS
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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