ShengSiong: The Neighbourhood Grocer for Value-Seeking Asians
The ShengSiong (SSG SP) group enjoys a unique position amongst modern food retailers in Singapore, with proximity to densely populated mass-market...
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Interesting Stocks to Consider in Thailand
We highlight 14 stocks in Thailand that look interesting to us based upon our FVMR Methodology. Our research team constantly reviews the Thai...
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Berli Jucker: Strong Tissue Sales Offset Retail Pains
While we do not own shares of BJC, we have always taken a keen interest in them since they acquired Big C, the country's second largest hypermarket...
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AxJ Consumer Sector: A Different Approach to Investment Research and Model Portfolio
This paper addresses the structural changes in external investment research. Traditional sell-side research does not meet the needs of fund...
681 Views
Three Levels of Innovation in Thai Business
In Game Changer, P&G CEO AG Lafley claims that innovation is the only way companies succeed, though he defines innovation broadly and even...
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