Consumer Staples: EM Managers Positioned at All-Time Lows
Consumer Staples allocations have fallen to their lowest levels in over a decade. A 5-year decline in Consumer Staples exposure was compounded by...
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Dali Foods (3799 HK): Widening Spread Ahead of the 23 August Vote
The scheme passed the vote. Minority turnout was high at 76.1%. The scheme was approved by 89.88% of disinterested shareholders. NO votes from...
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Dali Foods (3799 HK): 23 August Scheme Meeting. IFA Says Fair
This deal has a whiff of expediting the transaction so as to not release the interims which may flag the Offer's cheapness. IF you think this Offer...
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Dali Foods (3799 HK): Scheme Vote on 23 August
Sector sentiment has modestly weakened, helping the YES vote. At the last close and for the 8 September payment, the annualised spread is 34.8%....
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Weilong Delicious Global IPO Lock-Up - Now for the Re-IPO with 10x Increase in Free Float
Weilong Delicious Global (9985 HK), a spicy snack food company in China, raised around US$130m in its Hong Kong IPO in Dec 2022. In this note, we...
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