Olam Group: Restructuring to Unlock Value
Olam Group set to replace Olam International as the listed company entity on 16 March. Our SoTP valuation is S$2.36 per share, which is a 34%...
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Brexit & History's Recoil: Sinn Fein Empowered in Both Parts of Ireland
For the first time in 101 years, Sinn Fein has won a plurality in Ireland's election, and is likely to have at least a share of power in Eire. It...
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Kerry's Recipe for Tasty & Healthy Returns: Go Small and East
The outsourcing partner to the food & beverage industry presents an attractive investment case.Through its taste and nutrition business, we...
486 Views
Billion Dollar Shave Club & The New FMCG Formula
The acquisition of Dollar Shave Club by Unilever for $1B is an inflection point in the Fast Moving Consumer Goods (FMCG) industry. The old...
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Ingredients: Benefiting From Powerful Moat Sources Despite Absence of Branding or Pricing Power
Given the bland growth prospects that currently characterize the consumer products space, investors looking for better growth prospects—without...
218 Views