Portfolio review March 2023
Positive development in Hong Kong's restaurant industry and Singapore public transport. Disappointment at Ichigo Hotel. Estimated reading time: 23 minutes
Positive development in Hong Kong's restaurant industry and Singapore public transport. Disappointment at Ichigo Hotel. Estimated reading time: 23 minutes
5 stocks in Singapore, China, Hong Kong and South Korea
Coupang + DFI Retail + AI bubble
Deep-dive: Coupang (CPNG US)
Thai FMCG company Neo reported higher Q2 profits, partly helped by lower input costs. Korean index provider FnGuide upgraded its return-on-equity target from 18% to 30%. Indonesian paint maker Avia Avian stayed out of the sale of AkzoNobel's Southeast Asian unit, which went to Nippon Paint