Kimly: Results Slightly Better than Expected
​Kimly's steady business performance and negative working capital. The company executed well with better-than-expected margins. Maintained a 2-cent...
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Kimly: Stable Consumer Business, with Negative Working Capital and 6.1% Yield
​Kimly, a traditional F&B operator in Singapore, having stable revenue, high occupancy rates, good ROE, high dividend yield but facing margin...
405 Views
Kimly (KMLY SP): Ramp up in Public Housing Supply, an Opportunity to Expand
Upcoming 1H FY2023 results can reverse the stock's downslide if the company reports a margin recovery. Current undemanding valuations, despite...
485 Views
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...
505 Views
The Week That Was in ASEAN@Smartkarma - Prodia Diagnosed, Bukalapak, and MAPI's Omnichannel
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
374 Views