AGM Breadtalk: "8% NPM Target by FY20 Is a Must"; Din Tai Fung in London Showing "Very Strong Sales"
To me, the most important takeaway from the AGM is that the 8% net profit margin by FY20 was strongly reiterated by both CEO and Chairman. "Skate...
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Snippets #18: Naughty CEOs, Southern Crusades
In this review, we highlight five new unrelated developments that might impact the Thai stock market if you happen to hold the affected...
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Global Ex-U.S. Equity Strategy: MSCI EM in Early Stages of Bottoming
Our overall global outlook remains cautious and continued downward pressure on global equities remains our expectation. One bright spot is EM (more...
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Political Pit Stop (January): Election Delay!
The regime announced that elections will be delayed from the seemingly 'rock solid' date of Feb 24, 2019 as there are concerns it would interfere...
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The New Year's Week that Was in ASEAN@Smartkarma - Indo Pharma, Industrials, and Weaker Oil
This pre and post-Hogmanay week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive...
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