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.
Laopu Gold: All that glitters
On a rising tide of national pride and traditional 'chic', Laopu Gold epitomises the high-end aspirations of consumers in China.
Keyence: Robotics the next frontier to conquer
The rapid ascent of AI technology has convinced many that the age of advanced robotics has arrived where AI acts as an accelerator for industrial automation.
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.