China Dairy Sector: Long Inner Mongolia Yili and Short China Mengniu Dairy
470 Views14 Jul 2022 02:29
In this insight, we discuss a pair trade involving going long on Inner Mongolia Yili Industrial Group (A) (600887 CH)("Yili") and going short on China Mengniu Dairy Co (2319 HK).
SUMMARY
(Sign Up to Access)Get started on the Smartkarma Research Network with a complimentary Preview Pass to:
- Unlock all research summaries
- Follow top, independent analysts
- Receive personalised alerts and emails
- Access Briefings, Analytics, and Events
Upgrade anytime to our paid plans for full-length research, real-time analyst discussions, and more.
Join a thriving community of 45,000+ investors, including the top global asset managers managing over $13trn in assets.
or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 10-minute read)
Discussions
(Paid Plans Only)
Price Chart(Sign Up to Access)
- China Dairy Sector: Long Inner Mongolia Yili and Short China Mengniu Dairy14 Jul 2022
- Shanghai/Shenzhen Connect Ideas: Pork Producers, Data Center, Yili (2019-08-02)06 Aug 2019
- Inner Mongolia Yili Industrial Group (A) (600887 CH). Initiate with a Positive Rating.18 Aug 2018
- China Feihe IPO Preview: Goat Bless Infant Formula Milk?17 Aug 2017
x