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Hengan International Group (1044 HK)
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142
Analysis
Consumer Staples
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China
Hengan International Group Company Limited, through its subsidiaries, manufactures and sells personal hygiene products such as sanitary napkins and disposable baby diapers in China. The Company's products are sold under the Anerle brand name.
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bearish
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Hengan International Group
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24 Aug 2018 13:12
SELL Hengan (1044 HK): Thesis Confirmed
In our June'18 note on Hengan we noted our concerns with Related parties, Debt churn and Margin pressure.The H1 FY18 results appear confirm our...
Bucephalus Research Partnership
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bullish
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Vinda International
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13 Aug 2018 12:32
Buy Vinda (3331 HK): New Incentives, Leverage & Margins - Target HK$25.2 (Up 80%+)
In 2017, Vinda introduced a new compensation scheme that specifically targets share price performance. This appears to be part of Essity’s plan to...
Bucephalus Research Partnership
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331 Views
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bearish
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Hengan International Group
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13 Aug 2018 12:26
Sell Hengan (1044 HK): Relationships, Churn & Margin Pressure. Target HK$38 (Down 50%)
We are concerned that Hengan’s governance leaves minorities vulnerable, their accounts create false confidence in credit quality; and that business...
Bucephalus Research Partnership
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353 Views
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bullish
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MTG Co Ltd
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28 Jun 2018 11:41
MTG IPO Preview II: Powered By Celebrities
In our earlier report, we covered MTG Co Ltd (7806 JP) 's product and geographic segments and arrived at an initial conclusion that the company’s...
Chacko Jacob
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bullish
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Hengan International Group
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26 Jun 2018 09:52
Hengan: Cheaper than Peers with Amoeba Sales Team Contribution yet to Kick-In
Why would a personal healthcare company with the highest profit margin in a country with a rising urbanization rate trade at a lowervaluation?...
Henry Soediarko
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