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...
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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...
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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...
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