Sector Capsule: Mobile Internet Retailing in Thailand
Mobile internet retailing increased by 37% in current value terms in 2017, to reach THB22.4 billion Consumers’ demand for convenience benefits...
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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...
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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...
244 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...
665 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...
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