Mobile World: Lifetime value with multiple potential IPOs
Vietnam's consumption recovery will power Mobile World earnings growth as the company seeks to prioritise profitability over just high sales growth.
Kaventon
Riverstone: Steady hands through boom and bust
As a Malaysian glovemaker, Riverstone has weathered the industry downturn relatively well so far, with superior balance sheet and capital allocation throughout the years.
Baidu: Balancing innovation with disruption
Thanks to Baidu’s multiple business lines, the challenge posed by AI search transformation is being offset by tailwinds in its Cloud business. Somewhere else, their Apollo Go is off to the races.
Trip review of Bangkok: Plenty of dining hits
We scored great dining spots in a repeat visit to the city of Bangkok. While tourism may have slowed down for this metropolis, the government is unveiling more measures to spur travel activities.
Cebu Air: Clear skies ahead
Cebu Air looks poised for take-off as the leading regional airliner in Philippines. Recent trends point to the ability of the market to absorb higher capacity from the airlines' aggressive expansion.
Shiseido: A balancing act to reignite growth
China and travel retail is key to reviving the sales and operating leverage of Shiseido. Recent transformation programs present some green shoots for a turnaround next year.
LG Chem: Peak capex transition into a low-carbon era
Anchored by its mature petrochemical business, LG Chem is refueling its growth bets in energy solutions and life sciences. Meanwhile, South Korea corporate reforms can help unlock shareholder value.