Insight
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.
Insight
Kaventon Insight consists of short commentary and timely analysis surrounding business and culture in Asia. They are essential reads for market updates.
Insight
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.
Insight
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.
Insight
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.
Insight
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.
Insight
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.
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.
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.
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.
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.