Five Largest, Best-Performing F&B Stocks Avg 20% YTD Total Return
In Jan 2019, Consumer Staples and Consumer Discretionary were top net buy sectors after REITs, garnering institutional net inflows of S$50.3...
171 Views
Sari (ROTI): Long-Term Positive But No near Term Catalyst in FY 2018
I had a call with the management to find out about internet business contribution from Go-Food, Ramadhan period on revenue for the 2Q, and sales...
628 Views
QAF: Improving Bakery + Listing of Pork Business + Net Cash = 10% to 16% Upside Not Yet Baked In
QAF’s 72% drop in headline net profit for 1H17 does not look pretty, but it masks the overall potential of the underlying businesses. Also, the...
741 Views
Unlocking QAF's Value (Part 2) - Artisan Bakery in the Making?
In part 1 of the series, I have discussed the primary production (pork) segment of QAF Ltd (QAF SP). In part 2, I will provide an overview of its...
911 Views
Unlocking QAF's Value (Part 1) - Why Its Pork Business May Be Attractive to WH Group
QAF Ltd (QAF SP) is a food distribution company with presence primarily in ASEAN and Australia, with three main business segments -Â bakery,...
447 Views