U.S. Equity Strategy: Retest of October Lows Underway; Upgrading Financials
Our outlook remains cautious as we continue to expect heightened volatility and a potential retest of the February 2018 lows over the next several...
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Haidilao: Facing Increased Competition
In this note, we highlight increasing signs of competition for Haidilao (6862 HK) based on a recent surprising expansion announcement made by Yum...
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Starbucks (SBUX): Castles Made of Stimulants (Capitalism's Less Explored Darkside)
Starbucks generally is a good corporate citizen. When it makes a mistake in the eyes of it fanbase, it moves quickly to fix things. Starbucks Corp...
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The Donut Dilemma: Thailand Takes On Trans-Fats
The Health Ministry has announced a ban of trans-fats in Thailand starting January 8, 2019. MCorp Review believes that given the six months grace...
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A Primer on Thai Franchising: Structure, Roles, & Pitfalls
Twelve Things to Look at in Thai Franchising. In this review, we will refer to CP All several times due to the information available about their...
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