Synergies and Global Ambitions Underappreciated
WH Group is a transitioning into a global food company but the market is treating it as a commodity business given that it trades at ~10X FY17 PE...
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Winter Is Coming, Bet on China Pork
We expect pork prices in China to surge > 10% YoY in parts of 2017 due to low inventory levels in China and expected low global surplus. As...
338 Views
Moon Jae In, Ban Ki Moon, Lee Jae Myung - Who Will Become the Next Korean President?
With Korea warped by the Choi Soon Shil scandal, investors are already looking ahead. Although it is yet unclear how the Choi Soon Shil scandal...
343 Views
China Business Observations: Why Uber "Failed" And Humans Are a Commodity (Episode 1)
My theory is that Uber failed in China not because its technology is not advanced. Rather, it failed because it entered a saturated market. As an...
259 Views
Change in Consumer Lifestyles in Asia Pacific Triggers Volume in Robotic Vacuum Cleaners (Part 1)
Change in Consumer Lifestyles in Asia Pacific Triggers Volume in Robotic Vacuum Cleaners (Part 1)Over 2016-2021, China is still expected to be a...
205 Views