The Week that Was in ASEAN@Smartkarma - SE Asian Brewers, Malaysian Telcos, and DBS &Trade
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable insights...
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'Halal Certified' Pitfalls Loom / More Minnows Jailed / Mapi Owner's Trial in Absentia / Uno Digs In
Widodo's new Halal Product Certification Regulation poses myriad burdens and pitfalls for operators in the consumer sector. Police exposed details...
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Luckin Coffee: Top Line Growth May Not Be Enough to Generate Positive Operating Margins
In our previous insight on Luckin Coffee IPO, Spilling the Coffee: Rapid Expansion Without Much Due Diligence Could End in Disaster, our analysis...
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Luckin Coffee IPO: Best Latte Scenario Priced In Unless You See Data Coffee
Luckin Coffee (LK US) has proposed a price range of USD15 to USD17 per share for its IPO implying a listing valuation of USD3.5 - USD4 bn. The...
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Luckin Coffee (瑞幸咖啡) - Base Case Valuation - Cheap Coffee Expensive Company
Luckin Coffee (LK US) is looking to raise up to US$800m in its upcoming IPO. You can find our early thoughts in: Luckin Coffee (瑞幸咖啡) Early...
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