With ‘Brand Building’ Ad Era Over, Can Food Inflation Rescue FMCG Margins?
I’ve been underweight consumer staples on valuation and business model disruption risks since 2015 and the sector has de-rated significantly...
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Sector Capsule: Sports Drinks in China
Sports drinks posts off-trade growth of 5% in volume and 6% in current value terms in 2017 Growing trend of regular exercise and sports...
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Tingyi (322 HK): Leveraging of Global Know-How
Earnings on an upcycle trend, good price momentum, and good cost management relative to its sector Strong brand gives competitive advantage that...
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Sector Capsule: Breakfast Cereals in Hong Kong, China
Breakfast cereals grows 4% in volume terms, reaching 6,500 tonnes, while value sales grow 4%, reaching sales of HKD349 million in 2017 Hot cereals...
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Visit to the Shake Shack Burger in Starfield - Can Shake Shack Replicate Its Huge Success in China?
I recently visited Shake Shack Burger in the newly opened Starfield Goyang mall. This is Shake Shack's fifth store in Korea. I went to Shake Shack...
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