Ausnutria: Blue Orca’s Attack Lacks Heft
Ausnutria Dairy Corp (1717 HK), a Chinese infant milk formula-maker, has been targeted by a short seller, Blue Orca. Ausnutria has denied Blue...
609 Views
The GER Weekly EVENTS Wrap: Anta/Amer, Trade Me, Hengan and API/Sigma
Below is a recap of the key event-driven research produced by the Global Equity Research team. This week Arun develops a differentiated view on the...
422 Views
Hengan Intl. (1044 HK): Our Analysis Suggests that Bonitas’ Allegations Have Some Substance
Hengan Intl Group (1044 HK), China’s leading sanitary towel and nappy producer, has been targeted by a short seller, Bonitas Research. Hengan has...
707 Views
BUY Vinda (3331 HK): Thesis Confirmed
In our June'18 BUY note on Vinda we highlight the upside of management's new stock-price-driven incentive scheme and Vinda's ability...
451 Views
SELL Hengan (1044 HK): Thesis Confirmed
In our June'18 note on Hengan we noted our concerns with Related parties, Debt churn and Margin pressure.The H1 FY18 results appear confirm our...
474 Views