A to Z - Amazon's Growth Story
Amazon.com has recorded one of its best years ever. Many investors are following its success while also wondering if the future will be as bright....
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Morningstar Consumer Observer: Shopping for the CPG Brands Best Positioned for a New Era in Commerce
Seismic changes are affecting the consumer packaged goods industry as consumers are becoming less brand loyal and supermarkets are under attack...
512 Views
Weekly Impressions
Annualised volatility in the S&P500 spiked to 27% in August, its highest level since November 2011. Â Nonetheless, the 6 month moving average...
559 Views
Estée Lauder / Puig: Smelling Consolidation in Premium Beauty
Puig rallies on confirmed talks with Estée Lauder but still trades below implied bid value. Deal logic is clear, but structure and dilution will...
340 Views
Aequitas: Chando Global Pre-IPO - The Negatives- Â Inconsistent Growth and Margins
Chando Global Limited  (CG) is looking to raise at least US$500m in its upcoming Hong Kong IPO. In this note, we talk about the not-so-positve...
216 Views