Nongfu Spring IPO - Not Cheap by Any Measure but Is a Quality Name
Nongfu Spring (NON HK) is looking to raise up to US$1bn in its Hong Kong listing. The company is the market leader in packaged drinking water in...
711 Views
Hang Seng Index Rebalance - Big Turnover, Big Impact, Some Surprises and More Changes to Come
The Hang Seng Indexes Company Limited (HSIL) announced the results of its review of the Hang Seng Family of Indexes post market close on 14 August....
956 Views
Indofood (ICBP): Undervalued and Will Attract New Types of Investors
Devi Subhakesan mentioned in her report in Indofood CBP (ICBP IJ): US$ 3Bn Acqsn. Of Affiliate - Dizzy Valuation, Earnings Dilution that the deal...
430 Views
Dali Foods (3799 HK) FY2019 Results: Disappointing Top- And Bottom-Line Growth, Again
FY2019 results from Dali Foods Group (3799 HK) were in-line with our expectations, with EPS reaching HK$0.306, up less than 4% YoY. Revenue growth...
313 Views
Notes from the Silk Road: Vitasoy Int’l Holdings (0345.HK) - China the Only High(Light)
We examine the H1 2020 results (March Year End) news flow and what it may mean for forecasts. Whilst newsflow suggests management appear to be...
342 Views