Last Week on China Internet (21Oct19): Baidu Saves Paper Cup, Tencent Signed up China's Largest Bank
While doing research on Chinese Internet companies, we frequently come across news that merits being highlighted to investors, however, it is not...
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Luckin Coffee: A Quick Path to Profitability Possible but Unrealistic – Quantamental
In our previous insights on Luckin Coffee IPO, we discussed how we felt that the top-line growth would not be sufficient to generate positive...
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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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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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The Week that Was in ASEAN@Smartkarma - Widodo Wins, Thailand Picks, and Indonesian Towers
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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