The New Abnormal (Part II): Boosting Consumption & Hypermarket Wars
Cheap oil boosts consumption in the energy-intensive Thai economy more than most countries due to: 1) transport inefficiencies; 2) large number of...
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Billion Dollar Shave Club & The New FMCG Formula
The acquisition of Dollar Shave Club by Unilever for $1B is an inflection point in the Fast Moving Consumer Goods (FMCG) industry. The old...
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Ingredients: Benefiting From Powerful Moat Sources Despite Absence of Branding or Pricing Power
Given the bland growth prospects that currently characterize the consumer products space, investors looking for better growth prospectsâwithout...
327 Views
RRG Proprietary Measure Uses Online Activity to Measure Consumer Sentiment in Asia
RRG Internet Consumer Activity Monitors (ICAMs) and News Flow - Testing the Ability to Identify Media Bias People tend to adjust their answers in...
300 Views
Frasers Logistics IPO -Â Reasonable Valuation but Decade Low Cap Rates Remain a Worry
Frasers Logistics Trust (FLT) plans to raise US$650m through its IPO, in order to fund the purchase of a portfolio of Australian Industrial...
538 Views