Jollibee's (JFC PM) Acquisition of Coffee Bean - Value Buy in Asia's 'Hot' Coffee Segment
Jollibee Foods (JFC PM), amongst the largest Asia-bred fast-food retail chain operators, has announced its plans to acquire the privately-held...
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Last Week in Event SPACE: Toshiba, Meituan/Xiaomi, Harbin Electric, Asia Sat, Jardines, Caesars
Last Week in Event SPACE ... Despite Toshiba Corp (6502 JP) having underperformed the TOPIX100 since the buybacks began and ~10% of shares out to...
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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...
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U.S. Equity Strategy: Neutral Outlook; Opportunities Within Staples and Utilities
In last week’s Compass (5/14) we laid our case for a more cautious outlook as a result of several negative developments, including breakdowns for...
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Bearish U.S. Outlook Intact
Wednesday's rally in U.S. equities was likely nothing more than a brief bear market rally, as confirmed by Thursday's sell-off. All the major...
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