Our Ultimate Stock-Pickers Top 10 High-Conviction Purchases
Top 10 Ultimate Stock-Picker High-Conviction and New-Money PurchasesWhen we relaunched the Ultimate Stock-Pickers concept in April 2009, our...
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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...
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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...
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Eastroc Beverage Hong Kong IPO Valuation Analysis
We have a ​Positive outlook on Eastroc Beverage Group HK IPO with a target market cap of HK$234.7 billion, 41% higher than expected, based on...
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Eastroc Beverage H-Share Listing: Not Really a Bargain
​Chinese beverage giant Eastroc Beverage Group plans to raise $1.3bn in HK offering which is priced at a 13% discount to A-shares, our valuation...
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