Why Did Yili Scrap Its USD 667m Offer for Shengmu?
China Shengmu's share price has plunged more than 16% in the last two days. On the surface, it appears that the price fall is mainly due to...
484 Views
Age Is Not Important Unless You're a Cheese: Buy an Aged Dairy Co At 12X PE and 6.6% Div Yield
The quote is by Helen Hayes and suits Fonterra, a New-Zealand listed dairy co-operative with a long history of developing products and markets...
631 Views
Smartkarma: Special Situations Weekly Update (6 March 2017)
We at Smartkarma Special Situations put out a weekly update on trade ideas we like, key events from the week gone by and what to look out for in...
426 Views
Smartkarma - Special Situations Weekly Update (9 Jan 2017)
We at Smartkarma Special Situations put out a weekly update on trade ideas we like, key events from the week gone by and what to look out for in...
333 Views
Mengniu Will Own 39.9% of China Modern Dairy After New Acquisition; FVE Remains at HKD 12
Our fair value estimate for Mengniu remains at HKD 12 per share, as we don’t believe the firm will create additional synergies from the acquisition...
286 Views