Taste Gourmet FY25: Strong Results, FY26 To See Decent Growth
We provide an update on Taste Gourmet (8371 HK), which recently released its FY25 results. We summarize our call with the management and our...
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Primer: Kimly (KMLY SP) - Aug 2026
Kimly is one of Singapore's largest traditional coffee shop operators, strategically positioned within high-density public housing (HDB)...
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Sheng Shiong (SSG) Vs. Kimly: Convergence
Sheng Shiong's share price rally is driven by multiple expansion rather than earnings growth hence it may normalize soon when 1) RTS opens, 2)...
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KIMLY: SG Staple – Riding the Massive HDB Wave
We initiate coverage of Kimly, one of the largest traditional coffee shop or kopitiam chains in Singapore (SG), known for its good food and...
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Kimly Limited Earnings Update (29 June 2026)
Dividend intact, but Food Retail recovery still unproven. Result verdict: Reported resilience; underlying margin recovery not yet structural.
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