Mengniu Will Own 39.9% of China Modern Dairy After New Acquisition; FVE Remains at HKD 12
Our fair value estimate for Mengniu remains at HKD 12 per share, as we don’t believe the firm will create additional synergies from the acquisition...
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Marketnomix Insight: China
Industrial production in China appears to be stabilizing above the 6.0% level Impact of the economic and political policies of the incoming US...
221 Views
China Business Observations: Why Uber "Failed" And Humans Are a Commodity (Episode 1)
My theory is that Uber failed in China not because its technology is not advanced. Rather, it failed because it entered a saturated market. As an...
258 Views
Change in Consumer Lifestyles in Asia Pacific Triggers Volume in Robotic Vacuum Cleaners (Part 1)
Change in Consumer Lifestyles in Asia Pacific Triggers Volume in Robotic Vacuum Cleaners (Part 1)Over 2016-2021, China is still expected to be a...
203 Views
China Unlikely to Quench Beverage Firms' Thirst for Growth
We don't expect China's beverage market to reaccelerate to the levels it once enjoyed. Although the country's consumption of soft drinks and...
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