Seatrium: Last of its legacy projects
The loss-making years of Seatrium may finally be behind them as they complete their legacy projects and rebuild their order book with profitability in mind.
Thai Beverage: An ASEAN consumer story
Through a proposed share swap, Thai Beverage will be able to consolidate F&N’s food and beverage business to complement its Thailand and Vietnam businesses.
MTR Corporation: Investing into its pipeline of projects
It is the creation of the rail-plus-property model between the government and MTR which allows for commercial profitability.
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.