Coffee Day Ent.: Hazy Liabilities Still Pose a Risk to the Pure Coffee Play Upside.
Coffee Day Enterprises (CCD IN)'s stock upside lie in the likely scenario of the company emerging as a pure coffee retail play as it sheds stake in...
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Luckin Coffee 2Q19: Stock on a Tailspin as Investor Concerns Override Improving Metrics & Outlook
Luckin Coffee (LK US) 's share price is down more than 20% after its 2Q 2019 results update and management call last week, the first since its IPO...
613 Views
The Week that Was in ASEAN@Smartkarma - Smartphones, Indonesian Cement, and Tobacco
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
551 Views
Jollibee's (JFC PM) Acquisition of Coffee Bean - Value Buy in Asia's 'Hot' Coffee Segment
Jollibee Foods (JFC PM), amongst the largest Asia-bred fast-food retail chain operators, has announced its plans to acquire the privately-held...
693 Views
AGM SATS: High Quality Company Continues Growth Trajectory Via M&A as 1 Billion SGD Budget Announced
We attended the AGM of Sats Ltd (SATS SP) in Marina Mandarin hotel. Shares are up 16% YTD and have more than doubled over the last five years.Going...
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