Quick Picks: Top Investable Brands From The 2020 Singles-Day Shopping Festival
Most winning brands cannot lead to an investable business in China, but here are our four hand-picked rare species that are investable from TMall's...
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A Bottom Has Been Established; Possible Retest?
In today’s report we outline our belief that the combination of extreme oversold conditions and several key sectors/industries holding above major...
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U.S. Equity Strategy: Market Still Susceptible
We remain concerned about the prospect for additional weakness for the broad market due to deterioration in several metrics that we often turn to...
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Koufu: Crowded Bubble Tea in Singapore but Indo Is Different
Koufu's bubble tea venture, RB Tea, has caused a new wave of innovation in Singapore and naturally, invited competitions. The company planned an...
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PepsiCo/Pioneer Foods: It's All About Growth
Pepsico Inc (PEP US) is offering shareholders of Pioneer Foods Group Ltd (PFG SJ) ZAR110/share, a premium of ~ 56% to the undisturbed price, by way...
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