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This Week in Asia #47
Coupang + DFI Retail + AI bubble
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Coupang + DFI Retail + AI bubble
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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
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Major Cineplex + Hugel + Grab
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Air Water + Lion Rock + Hugel
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Major Cineplex + Applied Co + Photosynth
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Air Water + FnGuide + Fu Shou Yuan
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Hanssem's CEO has been buying stock. Verdad argues that the Japanese yen is the cheapest G-10 currency. And my portfolio update for August 2026 is finally out. Watchlist update * Elevator service company Hong-Wei Electrical announced it's moving from an over-the-counter listing to
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Alibaba + Baguio Green Group + Trip.com
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Freee + CTOS Digital + China Tower
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Nintendo, Seria, Integral