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...
416 Views
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...
834 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...
309 Views
BUY/SELL/HOLD: Hong Kong Stock Updates (December 13)
H shares have outperformed all Asian markets this year on a USD basis. Longyuan Power continues to expand its offshore capacity & overseas...
265 Views
Vitasoy (345 HK): Take Profits as Takeover Speculation Mounts
Without the Lo family's support, a scheme privatisation is impossible. While a voluntary conditional offer is possible, it isn't very likely, as...
325 Views