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SG : Singapore Daybreak | 26 July 2021
Siewkhee Lim @ CGS-CIMB 26 July 2021
MY : British American Tobacco - A smoking gun for affordability issues?
British American Tobacco’s (BAT) 1H21 core net profit made up 47% of our full-year forecast. Sales tend to nudge up hoh in 2H. However, the 41.5% drop in Jun 2021’s sales volume from 5M21’s monthly average raises a red flag over BAT’s sales outlook.....
Ahmad Kamarul Anwar Kamaruddin @ CGS-CIMB 25 July 2021
US : Pure Storage, Inc. - PSTG | The Elephant in the Room Is Getting Smaller
Simon Leopold @ CGS-CIMB 25 July 2021
SG : Mapletree Commercial Trust - Lower rental rebates boost 1QFY21
MCT’s 1QFY22 NPI (+23% yoy) came in line at 26% of our FY21F, driven by lower rental rebates and pre-term lease compensation. VivoCity’s occupancy improved but office/business parks were weak. Reiterate Hold. With its best-in-class assets, MCT coul....
Karmei Eing @ CGS-CIMB 25 July 2021
CN : Technology - Others - SAMR orders Tencent Music to give up exclusive rights
On 24 Jul 2021, the SAMR issued its decision on anti-trust issues related to Tencent’s [0700.HK] acquisition of China Music Corporation in 2016. SAMR ordered Tencent (Tencent Music) to give up its exclusive music licensing rights within 30 days. W....
Alex Li @ CGS-CIMB 25 July 2021
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