Health & Happiness: The Supplement to Your Portfolio
What are the drivers for Health and Happiness (H&H) (1112 HK) ? Many will argue that the loosening of single child policy in China is one of...
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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...
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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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Smartkarma: Special Situations Weekly Update (6 March 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...
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