Trip review to Kuala Lumpur: City with sky-high ambitions
Kuala Lumpur can cater to travelers seeking more modern city comforts yet also displays a raw melting pot of culture unique to Malaysia.
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Malaysia Airports: Taking a step closer to privatization
Since the announcement of a consortium-led bid, Malaysia Airports is heading towards an eventual privatization with approvals granted by the relevant authorities.
Tsui Wah: A brand refresh to expand internationally
After a few challenging years, Tsui Wah is reinventing itself and rationalizing its store network. While the initial steps were difficult, the outlook for the business is brightening.
Seatrium: Last of its legacy projects
The loss-making years of Seatrium may finally be behind them as they complete their legacy projects and rebuild their order book with profitability in mind.
Trip review to Istanbul: Summer along the Bosporus Strait
Ferries ply the Bophorus Strait and every summer, a moonlight ferry cruise route opens to bring tourists on a evening-to-midnight journey along the Bosporus.
Trip review to Ho Chi Minh: A developing tourist destination
Ho Chi Minh is an up-and-coming tourist destination in the process of developing its urban infrastructure, with ambitions to attract the region's tourists.
Seven & i: Oh Konbini, not an outright rejection
Seven & i’s special committee has made public a letter responding to Alimentation Couche-Tard offer, stating its willingness to consider any proposal in good faith.
Trip review to Hong Kong: Some of the new, some of the old-fashioned
With Cathay Pacific pulling out all the stops to capture traveler demand, fares to Hong Kong are currently competitive and the city itself is very accessible from many regional routes.
Thai Beverage: An ASEAN consumer story
Through a proposed share swap, Thai Beverage will be able to consolidate F&N’s food and beverage business to complement its Thailand and Vietnam businesses.
Trip review to Bangkok: Riverside oasis
The relaxation of visa requirements and Thailand's constant focus on the tourism industry have led to higher travel demand and hotel prices.
MTR Corporation: Investing into its pipeline of projects
It is the creation of the rail-plus-property model between the government and MTR which allows for commercial profitability.
Guzman Y Gomez: A convincing growth story from Australia
Positioning themselves as a high-growth QSR business, Guzman Y Gomez is expanding both within their home market of Australia as well as internationally.
Review
Trip review of Macau: Old charm of the city
This time around, we explored the rustic side of the city. A part of old Macau filled with local sights and experiences, far from the adrenaline rush of the casinos.
Insight
Asia news roundup: May 2024
Topics: China real estate support policies, the dance between Anglo American and BHP, Japan companies stock split bonanza, China and South Korea semiconductor industry support, Lendlease to exit some international businesses
Insight
NexGen Energy: The future of energy is nuclear
Uranium interest has revived after the world emerged from an energy crisis a few years ago. Skyrocketing uranium prices benefit companies like NexGen Energy.
Review
Trip review of Shanghai: Lunar New Year city walk
On the third day of Lunar New Year, we were greeted with elaborately decorated streets to welcome the year of the dragon.
Depth
LVMH: Going big on little luxuries
Luxury companies are expanding their portfolio into fragrance and beauty products, as seen by the creation of entire new divisions and string of acquisitions lately.
Insight
Sea Ltd: Can Shopee regain its footing against TikTok?
The emergence of competitive threat from TikTok has led to incumbents like Sea’s Shopee and GoTo’s Tokopedia reinvesting resources to defend their market share.
Review
Trip review of Singapore: Punching above its weight
Singapore has ample hotel and dining choices but it should come as no surprise that it is one of the more expensive cities in the region for travelers.
Insight
Amer Sports: Arc'teryx underpins its market debut
Amer Sports success in Greater China can be attributed to the rising popularity of Arc’teryx. A similar retail strategy is being implemented for the Salomon brand.
Insight
Sunny Optical: A recovery in smartphone upgrades
For the last few months, there has been renewed optimism that smartphones volume is picking up and we may once again see a return of spec upgrades.
Review
Trip review of Shenzhen: Silicon Valley of the East
Shenzhen has a relatively young history but is fast becoming a melting pot of culture. When we visited Shenzhen from Hong Kong, we found that this is a city that is as vibrant and modern.
Depth
LINE, Yahoo and PayPay: Japan’s SuperApp in the making
With the ambition to create even more value for their users, LYC is looking at ways to bundle services and benefits in a digital ecosystem combining LINE, Yahoo! JAPAN and PayPay.
Insight
China remains in flux for Nike
While Nike may not be facing as much company-specific issues than local competitors like Li Ning and Anta, it can still be quite a challenging journey to execute on margin improvements while balancing market share.