Tingyi (322 HK): Leveraging of Global Know-How
Earnings on an upcycle trend, good price momentum, and good cost management relative to its sector Strong brand gives competitive advantage that...
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HTC: Soft Drink King Rules in Southern Thailand
We initiate coverage on HTC with a BUY rating and based on a target price of Bt27, derived from 15.7xPE’18E, which represents its two-year average...
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Visit to the Shake Shack Burger in Starfield - Can Shake Shack Replicate Its Huge Success in China?
I recently visited Shake Shack Burger in the newly opened Starfield Goyang mall. This is Shake Shack's fifth store in Korea. I went to Shake Shack...
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The Next Victim of the KFC Deal Could Be...Pepsi!
Pepsi Rock(ed). Yeah, life used to be pretty good if you were running Pepsi in Thailand. Not only was this one of the few markets apart from India...
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Varun Beverages IPO - Yeh Dil Maange (No) More
Varun Beverage plans to raise up to US$170m in its IPO through a mix of issuance of primary and secondary shares. The bulk of the proceeds will be...
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