Unilever's DLC Structure
Unilever has a dual-listing structure in which the operating assets (group subsidiaries) are separately owned by either Unilever NV (UNIA NA) or...
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Naspers & Prosus - Another Think Part I:Â About The Discount
On Friday 23 August 2019, Naspers (NPN SJ) shareholders approved (with the requisite majority 100% of A shares FOR, 95.51% of N Shares FOR) the...
1.3k Views
Beyond Meat (Post IPO) Goes Beyond Valuations - More than Just a Vegan Burger
Beyond Meat Inc (BYND US), a fast-growing US-based plant-based meat (substitute) maker, tripled its billion-dollar valuations on listing, last...
660 Views
Bottoms-Up View on Developed Markets: Actionable Stocks
Our outlook remains neutral for global ex-U.S. markets while horizontal consolidation continues on the MSCI ACWI ex-U.S. index.  In today’s report...
613 Views
Global Ex-US Rally Underway - But Will It Last?
Coming off of oversold levels, the recent USD pullback to the prior breakout level over the last week has led to a reprieve for broad MSCI EAFE,...
538 Views