The Week that Was in ASEAN@Smartkarma - Thailand's COVID, a Global Indofood, and a +ve for DBS
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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Haidilao (6862): A Recovery Is on the Way
Poor 1H 2020 caused by COVID-19 has forced the management to shut a majority of its outlets, however, most Haidilao outlets would have operated by...
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Smartkarma Originals
Asia Restaurant Sector: Disrupted. Opportunities/Challenges Ahead -Time to Pivot & Persist
Restaurants globally not just in Asia are passing their darkest days as pandemic-led caution and restrictions have impacted operations and...
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Cafe De Coral (341): Stay Away for Now
The new Security Law will spark more protests in Hong Kong that disrupt people's day to day lives including the ability to go out and buy food....
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Haidilao Placement: Concerted Founders' Sell Down at Right Time?
Bankers launched a USD 200 million placement today to sell 47 million shares for the company. In this insight, we will provide a quick analysis of...
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