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Vinda International
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Prefer Vinda Even If Hengan Surprises Near-Term; CG Issues Need More Light
Equity Bottom-Up
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14 Jan 2020 15:35
Leading producers of tissue and personal care products Hengan Intl Group (1044 HK) and Vinda International Holdings (3331 HK) have benefitted from...
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BUY Vinda (3331 HK): Thesis Confirmed
24 Aug 2018
Buy Vinda (3331 HK): New Incentives, Leverage & Margins - Target HK$25.2 (Up 80%+)
13 Aug 2018
Sell Hengan (1044 HK): Relationships, Churn & Margin Pressure. Target HK$38 (Down 50%)
13 Aug 2018
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