Ausnutria in Trading Halt - Will Yili Lob an Offer?
Bloomberg reported on 1 Oct that Yili is weighing a bid for Ausnutria. We look at the strategic rationale for Yili/Ausnutria combination and take a...
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Screening the Silk Road: Q3 2021 High-Risk Names to Avoid
Screening the Silk Road Q3 2021: Asia Pac High-risk names to avoid screening is out now. Eight new names, despite being down 23%, SoftBank remains...
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China Youran Dairy(悠然牧业) IPO Trading - Weak Demand
China Youran Dairy Group Ltd (9858 HK) (CYD) raised about US$643m at HK$6.98 per share, the bottom-end of its IPO price range.
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China Youran Dairy IPO: Peer Comparison
China’s fragmented upstream dairy market consolidation process is led by two main players and the current market leader, Youran, is our first...
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Priced At a Premium, But Preferred Over Peers As a Thematic Investment
Youran is priced at a premium but we still prefer Youran over China Modern Dairy as a thematic investment in China's upstream dairy consolidation.
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