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Selected publications
Regional insights
Hyphens Pharma: Revenue Fell 9%. Gross Profit Hit a Record.
Hyphens Pharma (SGX: 1J5): net profit fell 43% and Vietnam collapsed, yet gross margin hit a record and cash flow reached a six-year high. Did the bad year upgrade the earnings base, or leave a smaller company?
Jollibee's Global Arm Is Real. Its Wall Street Re-Rating Is a Mirage.
A regional public-market read on Jollibee's overseas economics, US comparables, and the limits of the re-rating story.
Who Captures the AI-Test Dollar in Southeast Asia?
A valuation map of the listed semiconductor-test and OSAT names, from Bursa and SGX to Taiwan- and US-listed peers.
First regional platform
The SEA Analyst Deep, independent analysis of listed companies and market themes across Southeast Asia.