Matahari Department Store: Management's Key Updates Plus Our Two Cents
PT Matahari Department Store (LPPF IJ) downgrades 2017 SSSG guidance to flat to slight negative, a key information that sent share price tumbling...
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Dairy Farm International: Who Moved My Cheese?
Complacency makes Dairy Farm a perfect shortDairy Farm Intl Hldgs Ltd (DFI SP) has enjoyed being an oligopoly in Hong Kong and Singapore’s...
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SoftBank (9984) - To Bid for Charter?
In a series of rapid moves, following the ending of exclusive (and presumably exhaustive) talks between Charter Communication A (CHTR US) , Comcast...
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China Smartphone Market H1 2017 & IPhone CQ2 Preview
Weak China Sales Weighed in iPhone Global Shipment in CQ2In H1 2017, ~19 mm iPhones were activated in China, representing an 8% decline...
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The Week that Was in ASEAN@Smartkarma - Thai-Coons, Telcos, and the Modern World
This week in ASEAN@Smartkarma has been a busy one, with a multitude of fascinating insights, both bottom up and top down and thematic. I also...
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