Bluebird: Go Online!
I had a meeting earlier this week with Blue Bird Tbk Pt (BIRD IJ)'s management, trying to find out how tough are things for them given the recent...
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The Market Sentimentalist - Media Trials (Part Two)
In the first part of this note we discussed Russia’s trial-by-media following accusations by the British government that Putin’s regime was...
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Spotify – Cautious Sales Guidance
Spotify has released its 1Q18 and FY sales and earnings guidance to the market ahead of its planned direct IPO scheduled for next week. We note a...
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Best World: China, More Members, and Halal
What had happened with Best World International Limited (BEST SP) 's share price since last note Best World: Full Throttle 2018 on 27th Feb 2018?...
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Trump’s ‘Art of the Deal’ Versus Sun Tzu’s ‘Art of War’…
I’ve been in Asia seeing clients - the latest US tariffs were well flagged but coming amid weakening cyclical data and a spike in interbank rates...
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