Prefer Vinda Even If Hengan Surprises Near-Term; CG Issues Need More Light
Leading producers of tissue and personal care products Hengan Intl Group (1044 HK) and Vinda International Holdings (3331 HK) have benefitted from...
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Goodbaby (1086 HK) – Problems Emerge at Both Top Line and Bottom Line
The bankrupcy of Toys R Us Inc. negatively impacted the revenue growth in North America. We believe newly acquired Oasis Dragon Limited did not...
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Goodbaby Intl (1086 HK) – Price Surged After Annual Results, But Still Leaves Significant Upside
Operating profits increased 52% in 2017. The EPS decline is merely due to a tax law change. The gross margin of both main business lines...
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Last Week in Event SPACE (29 July 2017)
A vexing week for arbs as HNA’s funding for CWT Ltd (CWT SP) comes under pressure and the Tower Ltd (TWR NZ) / Suncorp Group Ltd (SUN AU) deal is...
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Goodbaby - Don't Get Carried Away
Before the open yesterday, Goodbaby International Hldg Ltd (1086 HK)Â announced the potential $2.8bn acquisition (cash + new shares) of Goodbaby...
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