Popular Stocks, Attractive and Unattractive Charts
Actionable Charts from Smart Karma’s Most-Searched Tickers.We ran through a list of the most frequently searched tickers on the SmartKarma platform...
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China Infant Formula Sales in 2017
Data up to Jan 2018Foreign brands maintain dominance in the market and online channel’s strong momentum provides optimistic perspectives for the...
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Will Alibaba Prevent an All-Out Food Crisis in China?
We believe there is scope for a food crisis in China. In this note, we take a deep look at the dynamics of food consumption in China and note four...
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China Shengmu (1432): Conditional MGO To Launch At Month-End
Trading at a 9.4% gross spread. I don't have a strong conviction on the back-end. Buy here - either for the arb (if you like illiquid arbs), or...
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China Shengmu (1432 HK): SAMR Approval Finally Secured; Next Up, the 50% Min Acceptance Condition
The 50% minimum acceptance condition remains an issue, particularly given peers' significant re-rating. Nonetheless, the downside on a deal break...
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