Hong Kong
Companies
We have a slightly bearish outlook on the Hong Kong consumer in the near term. A reversal in Hong Kong's booming property market will inevitably weigh on consumer purchasing power and...
2011-10-25Companies
With over 80% of market share in the Hong Kong food services market, tea and coffee producer Tsit Wing has a strong domestic presence. However, the coffee and tea market in Hong Kong...
2011-10-10Companies
Hong Kong-based mass grocery retail (MGR) operator Dairy Farm International has continued to reap strong rewards from its massive regional diversity. The company operates diverse MGR...
2011-10-05Industry
BMI View: The outlook for Hong Kong's consumer sector is fairly uninspiring. The company's economic recovery is expected to moderate in 2011 meaning that there will not be any major...
2010-12-16BMI's near-term expectations for the (F&D) industry largely revolve around ongoing weakness in developed markets and the outperformance of emerging markets (EM). Led by the US,...
2010-12-09Companies
Our macro theme of 'Three Asias' - a regional order of economic growth led by China and India, followed by domestic demand-driven economies, and lastly trade-dependent states - is expected...
2010-12-01Companies
We have often noted that many food and beverage companies need to strengthen their emerging market (EM) exposure to sustain an impressive growth trajectory over the long term. Emerging...
2010-09-30Finance
Trans-Asian mass grocery retail (MGR) operator Dairy Farm's financial results are indicative of the massive potential of Asia with consumer spending continuing to hold up very strongly....
2010-08-06
