SCMA - In Touch with the Modern World - On the Ground in J-Town
A company visit to SCMA in Jakarta revealed that 2Q17 has seen a marked pick up in overall ad spend, with the fastest quarterly growth since 2012....
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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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If Reckitt Benckiser Buys Mead Johnson Then Is a Home Care Spinoff Next?
Reckitt Benckiser Group (RB) is currently in “advanced” talks to buy Mead Johnson Nutrition Co for USD16.7 billion, in a deal that makes little...
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Equity Best Ideas
The Best Ideas list is a compilation of stock ideas sourced from Morningstar’s global equity research team. Recent Asian additions: Allergan...
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