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.
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
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.
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.
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.
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.
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.