Anjoy Foods Group A/H Listing - A Leader in a Fragmented Industry
Anjoy Foods (603345 CH), a quick-frozen food company in China, aims to raise around US$300m in its H-share listing. In this note, we look at the...
343 Views
Overview #18 - Tipping Point Arrived for Major Trend Changes?
A review of recent events/data impacting our investment themes and outlook. Can HK/China stockmarkets decouple from a US bear market
335 Views
NPC- Consumption Put Top of the Agenda, but Another Case of The “Boy Who Cried Wolf?”
Investors feeling fatigued despite expected plans for boosting consumption in China, potential broadening of bull market beyond technology sector...
248 Views
Consumer Stocks - Waiting to Catch a Fire
Budweiser Asia Pacific (1876.HK) is up 12% today as earnings are slightly less worse than expected and the dividend is increased. This confirms our...
558 Views
Guming Holdings IPO Trading - Strong Retail Demand, with Decent Coverage on the Insti Tranche
Guming Holdings (1364 HK) raised US$233m in its Hong Kong IPO. We have covered various aspects of the deal in our previous note. In this note, we...
509 Views