Vitasoy (345 HK): Trading Rich As Ng & Yeo Hiap Seng Up Their Exposure
The share price looks to have overshot after Ng over-extended his hand. Unless you believe Ng/YHS are gearing up for a takeover of Vitasoy by the...
489 Views
The Week That Was InASEAN@Smartkarma - Thai Beverage, Matahari Department Store, and ROTI Baking
The past week saw insights on Thai Beverage (THBEV SP), Matahari Department Store (LPPF IJ), Nippon Indosari Corpindo (ROTI IJ, Yeo Hiap Seng, and...
262 Views
Consumer Tales #July21-26:Apple Falls from Top 5 in China, Xiaomi Tops India Smartphones
Comparing smartphone market trends in China and India for 2Q 2024 highlighting differences in market size and the dominance of leading players....
396 Views
Unlocking QAF's Value (Part 2) - Artisan Bakery in the Making?
In part 1 of the series, I have discussed the primary production (pork) segment of QAF Ltd (QAF SP). In part 2, I will provide an overview of its...
740 Views
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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