Puregold Price Club (PGOLD PM) - Resilience in Retail
PGOLD outperformed its major competitors in 1H2026, booking SSSG at double the rate of its nearest rival, with some trading down at Puregold Stores...
104 Views
Primer: Puregold Price Club (PGOLD PM) - Apr 2026
Puregold is a defensive retailer with a strong market position, particularly in serving micro, small, and medium enterprises (MSMEs) through its...
128 Views
CrossASEAN Strategy - Consumption Purge
Despite relatively healthy revenue growth from retailers in Southeast Asia, the share prices of listed consumer companies have been weak, with...
246 Views
Travel notes: Manila
I spent the past few days in Manila, the capital of the Philippines. Since Southeast Asia’s borders opened up in 2022, it’s become easier to travel...
624 Views
The Week that Was in ASEAN@Smartkarma - Digital Festive Cheer, Sea Ltd Going Financial, and KEX
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
393 Views