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

Equity Bottom-Up

<p><a href="https://www.smartkarma.com/entities/27271" target="_blank" data-smartkarma-citation="entities:27271:1">Koufu Group Ltd (KOUFU SP)</a> has a reputation for a trusted food court operator but they are more than just a food court operator. The company has several brands under their product portfolio that cater to various customers' segment. Despite often being labeled as Singapore food court operator but Koufu has also ventured out to Macau and potentially other ASEAN countries. </p><p>In this report, we will try to answer the following:</p><ol>
<li>Company background</li>
<li>It's not just food court, it's a landlord + innovation</li>
<li>Concept store - R&amp;B Tea as the new growth driver</li>
<li>Recommendation - forward PER 7.5x, BUY! </li>
</ol>

Koufu Group Ltd (KOUFU SP) has a reputation for a trusted food court operator but they are more than just a food court operator. The company has several brands under their product portfolio that cater to various customers' segment. Despite often being labeled as Singapore food court operator but Koufu has also ventured out to Macau and potentially other ASEAN countries. In this report, we will try to answer the following:
Company background
It's not just food court, it's a landlord + innovation
Concept store - R&amp;B Tea as the new growth driver
Recommendation - forward PER 7.5x, BUY! 


Koufu (KOUFU): Supergrowth from Brown Sugared-Tea

Singapore

Koufu Group Limited owns, manages, and operates a chain of food courts and coffee shops. The Company offers meals, snacks, and drinks. Koufu Group serves customers in Singapore and Macau.

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Koufu (KOUFU): Supergrowth from Brown Sugared-Tea

Koufu Group Ltd (KOUFU SP) has a reputation for a trusted food court operator but they are more than just a food court operator. The company has...

Henry Soediarko