Lam Soon Group: Not So Sunny Under This Palm Tree
One of our last company visits in September was the Lam Soon Group. These guys are basically a holding company for a number of soft commodities...
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2016 – a Solid Year for STI Consumer Stocks
In 2016, Singapore’s Consumer Staples Sector surged 25.8% on a capitalisation-weighted total return basis. There was a degree of consistency in...
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Reality Check IV: Can "Shop Peau Chart" Revive Thai Retailing?
The military government has revived the "Shop Peau Chart" campaign which aims to spur retail spending in the last days of December 2016. We think...
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Macro to Micro: Thai Consumption Has Stagnated. Consumer Stocks Are near Record Valuations- Hmm.
The Thai consumer faces many headwinds: The household sector is more leveraged than in prior cycles; Thai export performance has been poor and...
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Singapore's Strongest Food & Beverage Stocks in 2016 YTD
§ The 10 biggest SGX-listed F&B plays average a market cap of S$3.5 billion, and averaged a 23% gain in the 2016 year through to 26 August....
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