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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ECM Weekly (9 August 2020) - KE Holdings, Pop Mart, Everest Med, KWG Living, E-Star Comm
Aequitas Research puts out a weekly update on the deals that have been covered by the team recently along with updates for upcoming IPOs. Hong...
568 Views
Beyond Meat (BYND US): Margins to Improve from 2Q Lows; Buy at Bargains
Beyond Meat (BYND US) reported a 17% growth in 2Q2020 revenues vs the previous quarter despite COVID-led restrictions depleting demand from...
405 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...
397 Views
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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