Ausnutria in Trading Halt - Will Yili Lob an Offer?
Bloomberg reported on 1 Oct that Yili is weighing a bid for Ausnutria. We look at the strategic rationale for Yili/Ausnutria combination and take a...
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Global Consumer Staples: Allocations at Rock Bottom as Growth Investors Flee
Allocations in Consumer Staples stocks are at decade-long lows. Average fund weights among active Global managers stand at 7.65% following an...
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Cybersecurity and ESG: Beyond the Breach
Cybercrime is the greatest threat to every company in the world. – Ginni...
508 Views
China Feihe IPO Valuation: Reasonable Compared to Peers but Cheap Compared to Market Deal Multiples
In our previous two insights on China Feihe’s IPO, we mainly focused on the industry, the company’s business model and its financials. This...
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The Market's Souring on A2 Milk Offers a Sweet Deal for Investors
Looking past the near-term risks to reap the high growth opportunities of the Chinese infant formula market.Concerns over increasing infant formula...
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