Alibaba (BABA): A Visit to Hema’s New Business “Pick’n Go” – A Careless Variation
BABA’s physical store unit, Hema, tried many new business models this year. This note is about the most recently opened breakfast bar, “Pick’n...
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Coffee Day Enterprises (CCD IN): Time to Rise and Shine. Likely Stake Sale Can Unlock Value, Finally
Coffee Day Enterprises (CCD IN) that owns 'Cafe Coffee Day', India's largest coffee chain, is reportedly in talks with Coca Cola Co (KO US) for...
783 Views
The Week that Was in ASEAN@Smartkarma - Widodo Wins, Thailand Picks, and Indonesian Towers
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
579 Views
MAP Boga Adiperkasa (MAPB IJ): The Es Kopi Wave
Kopi Kenangan started as a side-business coffee outlet in the Central Jakarta business disctrict. Given its catchy menu name Es Kopi Kenangan...
776 Views
Tai Hing (太興) Pre-IPO Review - Potentially Appetizing
Tai Hing (1719303D HK) is looking to raise about US$100m in its upcoming IPO. According to media reports, the company will open its books next...
808 Views