Tang Palace: Deep Value or Value Trap
Current share price points to juicy yields on a pre-COVID basis, but is there any value trap? We examine business economics in detail.
490 Views
Yum China Secondary Listing: Do the Fundamentals Stack up Post 2Q20 Earnings?
Yum China Holdings, Inc (YUMC US) is expected to open books today in Hong Kong in order to raise an estimated 2.5bn USD through its secondary...
351 Views
Nongfu Spring IPO - Not Cheap by Any Measure but Is a Quality Name
Nongfu Spring (NON HK) is looking to raise up to US$1bn in its Hong Kong listing. The company is the market leader in packaged drinking water in...
712 Views
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...
286 Views
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...
391 Views