WH Group Placement: Encouraging Results, and Finally the Opportunity for CDH
Just three days after Hong Kong-listed pork producer WH Group Ltd (288 HK) reported its 1H16 results (link to financial statement, presentation) on...
327 Views
COFCO Meat IPO: Any Meat Left?
COFCO Meat Holdings (a unit of COFCO group) is benefiting from higher-than-usual pork prices. In this insight, I analyse the driver of the pork...
483 Views
Billion Dollar Shave Club & The New FMCG Formula
The acquisition of Dollar Shave Club by Unilever for $1B is an inflection point in the Fast Moving Consumer Goods (FMCG) industry. The old...
628 Views
Ingredients: Benefiting From Powerful Moat Sources Despite Absence of Branding or Pricing Power
Given the bland growth prospects that currently characterize the consumer products space, investors looking for better growth prospects—without...
218 Views
Marketnomix Country Insights - China
China’s economic slowdown will continue to be a major cause for concern for the global economy. Slowing economy together with declining with FX...
159 Views