ASEAN Consumer: Still Plenty to Benefit?
After the recent trip to Jakarta, I found enlightenment on why consumer names in Indonesia are worth investing in for the longer term. There is...
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ASEAN Reopening: Tourism and Transport Reboot - Part Deux
It may still need a few months or even close to a year to get everything back to the pre-COVID-19 level but the progress since the first insight...
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Oriental Kopi (KOPI): Sustainable Growth?
Oriental Kopi Holdings has a short payback period per store, but future growth hinges on obtaining Full Halal Certification and transitioning to...
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Malaysia: Bank Negara Malaysia Cuts Rates by 25 Basis Points; Data Reflects Slowing Domestic Demand
Industrial production in Malaysia grew 2.7% y-o-y in May 2016 compared to 3.0% y-o-y in April. The slowdown seen in the latest data release comes...
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Primer: Berjaya Food (BFD MK) - Oct 2025
Berjaya Food is facing an unprecedented financial crisis, primarily driven by a severe and prolonged consumer boycott of its flagship Starbucks...
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