Cafe De Coral (341): Still Unfazed by the New Restriction
The recent dining restrictions do not seem to bother investors much at all therefore there is still an opportunity to short Cafe de Coral in the...
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Tang Palace: Deep Value or Value Trap
Current share price points to juicy yields on a pre-COVID basis, but is there any value trap? We examine business economics in detail.
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Yum China Secondary Listing: Do the Fundamentals Stack up Post 2Q20 Earnings?
Yum China Holdings, Inc (YUMC US) is expected to open books today in Hong Kong in order to raise an estimated 2.5bn USD through its secondary...
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Nongfu Spring IPO - Not Cheap by Any Measure but Is a Quality Name
Nongfu Spring (NON HK)Â is looking to raise up to US$1bn in its Hong Kong listing. The company is the market leader in packaged drinking water in...
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The Week that Was in ASEAN@Smartkarma - Thailand's COVID, a Global Indofood, and a +ve for DBS
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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