ITOCHU: Hedging inflation risks with real assets
By prioritizing capital efficiency and deepening its footprint in the domestic consumer sector, ITOCHU is attempting to pivot downstream and grow its non-resource business sectors.
Human Made: Can we spot a future from its past?
Leveraging on its local success in Japan, HUMAN MADE is targeting aggressive international expansion to take advantage of its rising popularity overseas.
Klook Technology: Can this Asia experiences platform achieve five stars right out the gates?
A key differentiating factor for Klook is their focus on hyper-localised activities and experiences in the Asia region, with its ease of usage resonating strongly among young travelers.
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.
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.
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.