China and the EM Ugly Contest
Our bearish outlook for 2016 predicated on the rising risk of a “sudden stop” for China and uncontrolled FX depreciation across EM is unfortunately...
9.3k Views
Morningstar Consumer Observer: Shopping for the CPG Brands Best Positioned for a New Era in Commerce
Seismic changes are affecting the consumer packaged goods industry as consumers are becoming less brand loyal and supermarkets are under attack...
314 Views
Quick note: Valuation appears reasonable, time for a smoke
PT Hanjaya Mandala Sampoerna (HMSP) plans to raise US$1,184-1,402m via a sale of rights shares belonging to its parent Philip Morris International...
406 Views
For once smoking is almost compulsory
PT Hanjaya Mandala Sampoerna (HMSP) plans to raise US$1.2-1.9bn through issuance of new shares, in order for its parent, Philip Morris...
311 Views
Quick note - ITC vs HMSP; Who's the tobacco king?
Philip Morris (PM) plans to sell down its stake in HM Sampoerna (HMSP) in order to comply with the minimum free-float requirement that is set to...
364 Views