The A2 Milk Company: Proprietary Channel Checking in China
The a2 Milk CompanyProprietary Channel Checking in China NEUTRAL Our latest proprietary online Chinese consumer survey, with 100 responses, saw...
477 Views
China Youran Dairy Group IPO: Valuation Insights
At the mid-point of the IPO price range, the gross proceeds are $722 million. Overall, we are inclined to participate at most at the low end of the...
619 Views
China Youran Dairy Group IPO: Valuation First-Look
Youran is pre-marketing an HKEx IPO to raise $800 million, according to press reports. In this note, we present our forecasts and take the first...
343 Views
The A2 Milk Company: An Udder Downgrade
The a2 Milk CompanyAn Udder Downgrade NEUTRAL The a2 Milk Company (ATM) downgraded FY21 guidance for the fourth time since September 2020, with no...
414 Views
Recent Updates: Perfect Shape, Hermes Int'l, A2 Milk
In this article, let's go through some recent updates from three high-quality businesses in my highly selective investable universe.
459 Views