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.
Kaventon
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.
Trip review of Chiang Mai: Slow living surrounded by mountains
Chiang Mai has managed to surprise us with its harmonious blend of heritage and strong indie culture. It is well-suited for travelers looking for a slower-paced experience.
Oriental Kopi: Something good is brewing
Benefiting from immense social media popularity, Oriental Kopi’s modern take on the coffeeshop continues to be gaining traction in Malaysia. The company is also pushing ahead with regional expansion.
Prudential: Buybacks and dividends back in force
Prudential management has signaled confidence in the recovery of its underlying insurance operations, supporting the case for higher dividends and share buybacks.
Trip review of Siem Reap: Angkor temples and a jeep experience to Tonle Sap
While sunrise at Angkor Wat was great, it was Tonle Sap that surprised us with its sunset experience. Siem Reap countryside should certainly be on everyone's itinerary.