Bluebird: Go Online!
I had a meeting earlier this week with Blue Bird Tbk Pt (BIRD IJ)'s management, trying to find out how tough are things for them given the recent...
191 Views
Ramayana Lestari Sentosa - The Goods Department - On the Ground in J-Town
Ramayana Lestari Sentosa Pt (RALS IJ) continues to see some disappointment in its headline same-store sales growth (SSSG), with the October number...
232 Views
Sea Ltd IPO Review - E-Commerce Constitutes 64% of SOTP Valuation
Sea Ltd (SE US) is raising approximately US$600m in its upcoming IPO.In our previous insight, Sea Ltd IPO Review - A Pure Exposure to SE Asia’s...
655 Views
Negatives Mostly Factored In, but Can SingPost Deliver Fast Enough (Part 1)?
SingPost’s share price is at a three-year low, and much of the price movement has been explained in the latest results and my article last year...
406 Views
Alibaba Vs. Amazon in Korea
There are increasing indications that suggest that Alibaba and Amazon, the two largest e-commerce companies in the world, are ready to enter the...
303 Views