Cafe De Coral (341): Still Unfazed by the New Restriction
The recent dining restrictions do not seem to bother investors much at all therefore there is still an opportunity to short Cafe de Coral in the...
400 Views
Jollibee Foods (JFC PM): Riding Out of the COVID Storm. Upside Potential.
Upside to the stock in the near-to-medium term. Easing COVID-restrictions leading to normalized operations, and likely enhanced visibility on...
593 Views
Smartkarma Webinar | Asia Restaurant Sector: Disrupted
In our next Smartkarma Webinar, we are joined by Insight Provider Devi Subhakesan, who will discuss the topic of disruption in Asia’s restaurant...
609 Views
The Week that Was in ASEAN@Smartkarma - Thailand's COVID, a Global Indofood, and a +ve for DBS
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
404 Views
Smartkarma Originals
Asia Restaurant Sector: Disrupted. Opportunities/Challenges Ahead -Time to Pivot & Persist
Restaurants globally not just in Asia are passing their darkest days as pandemic-led caution and restrictions have impacted operations and...
1.3k Views