Sector Capsule: Organic Beverages in Thailand
Organic beverages saw an increase of 5% to reach THB166 million. Organic beverages target high-income consumers. Organic fresh coffee saw the...
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Sector Capsule: Cafés/Bars in Hong Kong, China
Cafés/bars increased by 2% in current value terms to HKD8.2 billion in 2017, with a 1% drop in the number of outlets and a marginal decrease in...
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Sector Capsule: Cafés/Bars in China
Current value sales grew by 10% in cafés/bars to reach CNY102.4 billion in 2017, with outlets up 7% to 39,163 units and transactions rising 9% to...
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All that Glitters Is Not Gold, Stocks Not to Hold (For Now) - Part I
Bottom up Research can at times be like fishing in muddy waters, screens and themes being analysts' fishing nets. Often what is caught isn't worth...
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Reality Check XI: How Much of a Game Changer Is After You's Starbucks Connection?
Roughly a year after their IPO, After You traded at an all-time high of Bt15/sh or more than triple its IPO value. The company has certainly...
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