Recent Consumer Sector Highlights
Global consumer non-cyclical stocks have ranked among the three most strongest performing sectors since the global spotlight on US regional banks...
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Sheng Siong (SSG SP): Upbeat on Potential Ramp up in Store Growth
Possible accelerated store growth as Singapore ramps up public housing to meet strong demand even as COVID-related project delays ease. Defensive...
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The Week That Was in ASEAN@Smartkarma - Matahari Dept Store, Astra Intl's Award, and Arwana's Shine
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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Sheng Siong (SSG SP): Slowing Sales. Dividend Yield Not Rewarding Enough
Downside risk at current levels given muted dividend growth outlook amidst strong Gov bond yields. Notable decline in same-store sales & operating...
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Oasis Corporation IPO - Peer Comparison - Smallest in Scale but Largest in Profitability
OASIS Corp (370190 KS) is looking to raise up to US$166m in its upcoming Korea IPO. In our previous notes, we looked at the company’s past...
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