Cisarua Mountain Dairy (Cimory) IPO - The Negatives - Losing Market Share, Margin Sustainability
PT Cisarua Mountain Dairy (CMD), a producer of dairy and consumer foods, aims to raise up to US$263m in its Indonesian IPO.
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Cisarua Mountain Dairy (Cimory) IPO - The Positives - Fast Growth, High Market Share
PT Cisarua Mountain Dairy (CMD), a producer of dairy and consumer foods, aims to raise up to US$263m in its Indonesian IPO.
667 Views
China Mengniu Placement - Danone's Expected Exit - One and Done
Danone SA (BN FP) is looking to raise about US$2bn by selling its 9.8% stake in China Mengniu Dairy Co (2319 HK). This is a clean-up trade.
444 Views
Danone SA (BN FP): Is This A Turnaround Story Or Could Another Short Opportunity Be On The Horizon?
While there is a future short opportunity if 2021 estimates and valuation increase, the stock may currently be neither attractive as a buy or a short.
431 Views
2021 High Conviction: A2 Milk
Buying quality businesses at or below fair prices and holding them for the long run is the key to generate alpha. A2 Milk at the current level...
906 Views