Asia Shorts: Sunny Optic, CMB, Ping An, 7&I, Keihan, Celltrion, Shinpoong, KCC, China Steel, Novatek
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
354 Views
China Mengniu Placement - Danone's Expected Exit - One and Done
Danone SA (BN FP) is looking to raise about US$2bn by selling its 9.8% stake in China Mengniu Dairy Co (2319 HK). This is a clean-up trade.
265 Views
China May Scrap The Restriction of Childbirths - Impact on Baby Formula Related Stocks in China
The People's Bank of China released a paper on 14 April that suggested that China allow three or more children per household. In this insight, we...
425 Views
CPMC Holdings (906 HK): An Attractive Inexpensive Alternative Consumption Play
CPMC is well positioned to capture the strong packaging demand from food, beverage and chemical products driven by China's consumption growth. Yet,...
433 Views
2021 High Conviction: A2 Milk
Buying quality businesses at or below fair prices and holding them for the long run is the key to generate alpha. A2 Milk at the current level...
705 Views