Why Did Yili Scrap Its USD 667m Offer for Shengmu?
China Shengmu's share price has plunged more than 16% in the last two days. On the surface, it appears that the price fall is mainly due to...
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Age Is Not Important Unless You're a Cheese: Buy an Aged Dairy Co At 12X PE and 6.6% Div Yield
The quote is by Helen Hayes and suits Fonterra, a New-Zealand listed dairy co-operative with a long history of developing products and markets...
493 Views
China Strategy: (Much) Smoother US-China Relations Ahead?
A longer term implication of Trump-Xi meeting is that US-China trade relations could be (much) smoother than many have anticipated. A Fuyao Glass...
161 Views
Thai Market Update: Europe, Tourism, and More
Our worst fears regarding Europe has not materialized, and the global economy does seem to be improving. Thai equities (SET index) have rebounded a...
197 Views
Sector Capsule: Bottled Water in China
Headlines In 2016, off-trade sales of bottled water increase by 8% in volume terms and 11% in current value terms, to reach 42.1 billion litres...
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