ZJLD Group (6979 HK): AGM Takeaway + Thoughts On The Chinese Liquor Industry
ZJLD Group (6979 HK) is down 21% in the last 30 days, mainly due to a major sector pullback as the sector leader Kweichow Moutai saw its wholesale...
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Midea Real Estate (3990 HK): Divesting Property Development Business (Cash Option At 57% Premium)
Midea Real Estate (3990 HK) announced last night a proposal for distribution of the property development business to shareholders. The cash...
228 Views
West China Cement (2233 HK): African Cement Play At 4x 2024E PE
West China Cement (2233 HK) is an African cement play. Sales volume in Africa in 2023 was 2.6 million tons, up 117% yoy. International sales made...
172 Views
Shiseido (4911 JP): Brainstorming For Potential Buyers
Today, according to public news, Kirin Holdings will launch a tender offer for Fancl Corp (4921 JP) at a likely 30% premium. In this insight, we...
266 Views
Fancl (4921 JP): Worth A Bet Given Negative Impact Of Kobayashi Products Recall Subsiding
Good timing - Kirin Holdings will launch a tender offer for Fancl, turning the Japanese maker of skin care products and dietary supplements into a...
482 Views