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Consumer Tales & Trends #July 1-10: Korea Coffee War, Crazy Rich Asians & More

434 Views13 Jul 2024 07:27
SUMMARY
  • Welcome to Consumer Tales & Trends, your weekly roundup of the latest corporate developments, investment reports and sector events in the consumer industry.
  • Jollibee Foods (JFC PM) dives into Korea's coffee war zone with a new acquisition. But with expensive funding, selling cheap coffee isn't so cool anymore.
  • Tiger Balm, the beloved pain relief elixir, is under valued in its holding-company, HawPar Corp . In an aging world full of aches, it's time to let Tiger Balm roar!
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Devi Subhakesan
Investment Research - Asia Consumer Sector
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Consumer Discretionary & Consumer StaplesEquity Bottom-UpEquity Capital Markets
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