Ausnutria in Trading Halt - Will Yili Lob an Offer?
Bloomberg reported on 1 Oct that Yili is weighing a bid for Ausnutria. We look at the strategic rationale for Yili/Ausnutria combination and take a...
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Asia Shorts: HKEX, Mengniu, Kuaishou, AIA, Sharp, Yaskawa, Kumho, HMC, Celltrion, TSMC, Yang Ming
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
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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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Priced At a Premium, But Preferred Over Peers As a Thematic Investment
Youran is priced at a premium but we still prefer Youran over China Modern Dairy as a thematic investment in China's upstream dairy consolidation.
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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...
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