Mengniu (2319): Short Term Uncertainty
China Mengniu Dairy Co (2319 HK)submitted a bid to buy Bellamy's Australia (BAL AU) to increase its participation in the infant milk formula market...
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Last Week in Event SPACE: Naspers/Prosus, Bellamy, Unizo, LSE/HKEx, Bitauto, China Biologic, Artgo
Last Week in Event SPACE ... The combination of Prosus (PRX NA) and Naspers (NPN SJ) is now below its pre-spin off level, with a look-through...
441 Views
Health & Happiness (1112): Buy - Unjustly Punished!
Health And Happiness (H&H) (1112 HK) 1H 2019 result was better than its Australian competitor, Bellamy, whose product is perceived to be...
539 Views
Bellamy Cowed Into Mengniu's Offer?
21 months and counting. That's how long Bellamy's Australia (BAL AU) has been waiting for approval from China's State Administration for Market...
586 Views
Global Equity Strategy: Bearish-Leaning Developments Continue; Europe/UK Holding Above Support.
We remain cautious as the number of bearish-leaning developments continue to pile up. As a result we continue to believe global equities are...
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