Yogurt Category Performance in China
Yogurt category is one of the fastest-growing sectors both online and offline. Top 3 companies' online market share slightly declined yet offline...
423 Views
Alibaba (BABA): Jack Ma’s Retirement Plan - Wants to or Has To?
Jack Ma plans to resign as the chairman of Alibaba Group after one year from now. We believe Jack Ma has to do so due to the poor relationship...
418 Views
Yili Industrial 2Q Results Commentary And Updated Model Portfolio.
The reaction to Yili's results tells a lot about the state of the stock market. Winter is here. This is not merely a stock market correction, it is...
281 Views
Inner Mongolia Yili Industrial Group (A) (600887 CH). Initiate with a Positive Rating.
China is the growth driver for the world's dairy markets and Yili is China's largest dairy company. China's dairy industry is expected to grow...
410 Views
AxJ Consumer Sector: A Different Approach to Investment Research and Model Portfolio
This paper addresses the structural changes in external investment research. Traditional sell-side research does not meet the needs of fund...
580 Views