Breadtalk: +81% Since March 2017 Insight; ST Fair Value Has Been Reached; Risk-Reward Balanced
Breadtalk (BREAD SP) has been a stellar performer YTD (+38%) and even more so if you count the performance (+81%) since my initial insight on...
712 Views
Sari (ROTI): Long-Term Positive But No near Term Catalyst in FY 2018
I had a call with the management to find out about internet business contribution from Go-Food, Ramadhan period on revenue for the 2Q, and sales...
702 Views
Ramayana Lestari - Moving with the Millennials - On the Ground in J-Town
A meeting with Ramayana Lestari Sentosa Pt (RALS IJ) management in Jakarta last week confirmed that the company continues to move forward on its...
379 Views
AGM Breadtalk: 2020 8% NPM Target Reiterated; New CEO Makes Solid Impression
On Friday 20th of April, I attended the AGM of Breadtalk Group Ltd (BREAD SP) in Singapore. There were about +/- 100 shareholders in attendance....
444 Views
Future Bright: Turnaround Continues with Positive Momentum Going into 2018
Future Bright Holdings Ltd (703 HK) hasn't exactly been a star performer over the last 12 months. The share price continues to trade in tight range...
447 Views