The Week That Was in ASEAN@Smartkarma - Heavy Equipment, Consumer Electronics, and Ice Cream Wars
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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SSG (SSG SP): Solid Fundamentals in Singaporean Supermarkets
Good price momentum, low volatility in sales, and improving asset turnover relative to its sector Store expansion should continue in 2H18; there...
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SSG: Cash-Loaded Singaporean Supermarket Operator
Capable of funding growth internally, low volatility in sales, and low core profit valuation relative to its sector Stronger consumer spending in...
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Not Just a Minor Miss: A Dividend Cut Is Inevitable.
Most sell-side analysts considered Dairy Farm’s 1H17 results not too worrisome but "just a minor miss". Sales stayed flat at constant exchange...
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Dairy Farm International: Who Moved My Cheese?
Complacency makes Dairy Farm a perfect shortDairy Farm Intl Hldgs Ltd (DFI SP) has enjoyed being an oligopoly in Hong Kong and Singapore’s...
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