Monde Nissin: The Investment Case
The sentiment is weak due to the large impairment charges. The valuation is undemanding (SOTP valuation of PHP10.21) and will prove attractive to...
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Japan Cross-Shareholding - Summary Matrix - Over US$100bn of Selling in 118 Companies
Toyotal has just announced that it will buy back around 290m (around 2% of the stock) of its own shares from MS&AD, Tokio Marine, MUFG and SMFG. In...
816 Views
China on the Ground: Escalating Measures to Combat Omicron and What Stocks Are Impacted?
Omicron combating measures have been stepped up over the weekend and this will make a dent on the Mar operations of many companies. This will be...
304 Views
Technically Speaking, Breakouts and Breakdowns: HONG KONG (July 24)
BYD Company, Power Assets and WH Group all experienced breakouts during the week. WH Group announced a spin off of its Smithfield Foods business...
319 Views
Kagome Placement - Very Well Flagged Deal but Liquidity Might Be a Concern
Kagome Co Ltd (2811 JP) aims to raise around US$140m to repay debt used to fund the acquisition of Ingomar in Jan 2024. In this note, we run the...
185 Views