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Yihai Kerry Arawana Holdings C (300999 CH)
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18
Analysis
Consumer Staples
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China
Yihai Kerry Arawana Holdings Co., Ltd wholesales and distributes food products. The Company provides kitchen foods, feed raw materials, oil technology products, and other products. Yihai Kerry Arawana Holdings also operates investment businesses.
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bullish
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Cross Asset Strategy
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30 Jul 2021 09:33
China A-Shares - EM Fund Ownership Guide
China A-Shares represent the 6th largest country holding among active EM investors. In this analysis, we analyse the current set up of A-Shares in...
Steven Holden
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255 Views
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bullish
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Samsung Electronics
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14 Jan 2024 07:00
Last Week in Event SPACE: Furuya Metal, Visional, Wilmar, Samsung Electronics, ViinFast/Vingroup
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
David Blennerhassett
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396 Views
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bearish
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Wilmar International
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09 Jan 2024 13:31
StubWorld: Wilmar's All-Time High Implied Stub As Yihai Kerry Touches New Lows
I'd be reluctant to short Wilmar, long YKA here. I might look to short Wilmar against a basket of larger peers (ADM, Bunge etc). I would not be...
David Blennerhassett
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507 Views
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bearish
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Shiyue Daotian
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29 Sep 2023 16:40
Shiyue Daotian IPO - PHIP Updates & Quick Thoughts on Valuation
Shiyue Daotian (1892269D CH) is looking to raise up to US$108m in its Hong Kong IPO, after downsizing from an earlier reported float of US$200m.
Ethan Aw
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454 Views
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bullish
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Shiyue Daotian
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19 Jun 2023 12:35
Shiyue Daotian (十月稻田) Pre-IPO: Aggressive Brands - A Local Viewpoint
The company mainly sells its products online and spends much of its advertising budget online. The rice market is fragmented and there are two main...
Ming Lu
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356 Views
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