The Week that Was in ASEAN@Smartkarma - Smartphones, Indonesian Cement, and Tobacco
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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Jollibee's (JFC PM) Acquisition of Coffee Bean - Value Buy in Asia's 'Hot' Coffee Segment
Jollibee Foods (JFC PM), amongst the largest Asia-bred fast-food retail chain operators, has announced its plans to acquire the privately-held...
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AGM SATS: High Quality Company Continues Growth Trajectory Via M&A as 1 Billion SGD Budget Announced
We attended the AGM of Sats Ltd (SATS SP) in Marina Mandarin hotel. Shares are up 16% YTD and have more than doubled over the last five years.Going...
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Alibaba (BABA): A Visit to Hema’s New Business “Pick’n Go” – A Careless Variation
BABA’s physical store unit, Hema, tried many new business models this year. This note is about the most recently opened breakfast bar, “Pick’n...
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Coffee Day Enterprises (CCD IN): Time to Rise and Shine. Likely Stake Sale Can Unlock Value, Finally
Coffee Day Enterprises (CCD IN) that owns 'Cafe Coffee Day', India's largest coffee chain, is reportedly in talks with Coca Cola Co (KO US) for...
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