Sector Capsule: Cafés/Bars in China
Current value sales grew by 10% in cafés/bars to reach CNY102.4 billion in 2017, with outlets up 7% to 39,163 units and transactions rising 9% to...
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All that Glitters Is Not Gold, Stocks Not to Hold (For Now) - Part I
Bottom up Research can at times be like fishing in muddy waters, screens and themes being analysts' fishing nets. Often what is caught isn't worth...
750 Views
Reality Check XI: How Much of a Game Changer Is After You's Starbucks Connection?
Roughly a year after their IPO, After You traded at an all-time high of Bt15/sh or more than triple its IPO value. The company has certainly...
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OldTown Berhad: "I Would Like to Order White Coffee, Not Black Coffee, Please."
Our conference call with the IR of Oldtown Bhd (OTB MK)Â reveals that beverages manufacturing (primarily white coffee products) has driven decent...
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AMZN Shops for Whole Foods. What Else You Can Do (And Watch Total Rewriting of Food Industry)
I will spare you the Alexa jokes.I have been a Whole Foods Market Inc (WFM US) foodie, investor and trader for many years. I almost always own some...
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