Monde Nissin Pre-IPO - Thoughts on Valuation
Monde Nissin (MNC), a food manufacturer in the Philippines, aims to raise around US$1bn in its Philippines IPO. In this note we talk about earnings...
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Monde Nissin Pre-IPO - Peer Comparison for Meat Alternative Business
Monde Nissin (MNC), a food manufacturer in the Philippines, aims to raise around US$1bn in its Philippines IPO. In this note, we will compare its...
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Beyond Meat: Investors Should Be Wary of the Competition and the Company’s Ability to Go Mainstream
Beyond Meat Inc (BYND US)’s share price declined more than 20% in the two days following its 4Q19 results release despite its quarterly results...
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Beyond Meat: Going Far Beyond Its Valuation
Since our previous insight on Beyond Meat, Beyond Meat: Still Some Meat Left the stock has surged more than 100% to reach over $168.10 per share....
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Haidilao (6862 HK): Watch Out - Downside from the Swine Fever Contagion Effect
Pork price inflation is now expected to last nearly 2 years given the steep supply disruption. Last week, Hormel Foods (HRL US), the US-based...
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