On Jollibee (JFC PM) In-Specie-Ing Its International Ops
The takeaway is that the spin-off may extract a higher multiple for its fast-growing international ops; and/or a clearer valuation for its...
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The Call @ Hedgeye | February 26, 2024
Last week saw a mixed market with Russell down almost 1%, consumer staples and MLPs performing well, Howard's cannabis MSOs showing strength,...
382 Views
White Castles' Kitchen Robots - Impact on McDonald's & Global Fast Food Franchises
In the next several years, there is a real chance for McDonald's, White Castle, and Burger King to replace human workers making French fries and...
331 Views
U.S. Equity Strategy: Cautious Overall; Favor Large-Caps & Growth; Key Supports Holding In The U.S.
The S&P 500 remains bullish, recently hitting our 4400-4406 target as large-caps remain attractive. As long as support at the 50-day MA and 4257...
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The Week that Was in ASEAN@Smartkarma - Thailand's COVID, a Global Indofood, and a +ve for DBS
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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