Smartkarma - Special Situations Weekly Update (9 Jan 2017)
We at Smartkarma Special Situations put out a weekly update on trade ideas we like, key events from the week gone by and what to look out for in...
214 Views
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...
241 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...
1.5k Views
Yashili’s Potential Pre-Conditional Privatisation Offer from Mengniu
Yashili announced that Mengniu is in discussions regarding its holdings in Yashili and several potential transactions, which could lead to a...
437 Views