Esprit (330 HK): The Claytons Activist?
In March of this year, the apparel group Esprit Holdings (330 HK)Â announced six German subsidiaries of the company applied for protective shield...
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Asia Short Interest Weekly - Massive Short Increase on Meituan, Geely
The Asia Short Interest weekly looks at moves in market wide short interest and highlights movements in stock specific short interest across Hong...
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Asian Consumer Staples - Inflation Hedge?
Consumer Staples are a good inflation hedge, but only if they can pass on the increase in raw material costs to end consumers. In a scenario of...
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Notes from the Silk Road: Vitasoy Int’l Holdings (0345.HK) - Furloughed Growth?
In June 2019, our Originals feasibility study of Vitasoy Intl Holdings (345 HK)Â ( Notes from the Silk Road: Vitasoy Int'l Holdings (0345.HK) - How...
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Health & Happiness (1112): No Soy Please and Still Cheap
Health And Happiness (H&H) (1112 HK) subsidiary has agreed to purchase a stake in Else Nutrition, a plant-based alternative IMF made of almond,...
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