Mengniu Dairy (2319 HK): Positive Read-Across From Yili 3Q23 Results And Briefing
Good read-across from Yili's 3Q23 results and briefing. Mengniu continues to be a good value play with reasonable valuation, growth, and proactive...
494 Views
Consumer Staples: EM Managers Positioned at All-Time Lows
Consumer Staples allocations have fallen to their lowest levels in over a decade. A 5-year decline in Consumer Staples exposure was compounded by...
718 Views
Mengniu Dairy (2319 HK) – 1H Core Rev/Np +3%/10%; a Surprising Beat
Stripping off Milkground consolidation impact and RMB1bn non-recurring items (mainly FV/disposal gains last year), 1H core revenue/net profits grew...
361 Views
Mengniu Dairy (2319 HK): Solid Value Play
Mengniu Dairy (2319 HK) is a good pick for those seeking value in the China consumer sector. Higher payout to shareholders expected.
626 Views
GAPack (468 HK): Unpacking XJF's Move To Send The Board Packing
Nothing like bringing one of your customers - China Mengniu - on board (so to speak), both as a substantial shareholder (5.01%) and board member...
749 Views