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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Sector Capsule: Bottled Water in China
Headlines In 2016, off-trade sales of bottled water increase by 8% in volume terms and 11% in current value terms, to reach 42.1 billion litres...
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Cenmintang IPO Preview: A Beverage and Snack Play Whose Growth Is Hard to Grasp
Cenmintang (CMT) is a snack and beverage producer with over 1000 product varieties, selling within third and fourth tier cities in china. Its...
618 Views
Issues Raised by WH Group and US Pork
Should we be concerned that a Chinese pork producer is buying the largest hog producer in the US? Growing concerns over food safety and problems...
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Launching Coverage of Yili at CNY 17.50 FVE With Narrow Moat and Stable Trend; Shares Fairly Valued
We initiate coverage of Inner Mongolia Yili Industrial Group, or Yili, with a fair value estimate of CNY 17.50, along with narrow moat and stable...
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