Sunningdale Tech (SUNN SP): Value...with a Catalyst - CONVICTION BUY
I am long Sunningdale Tech (SUNN SP). Every time I've bought a stock after a panic selloff for non-fundamental reasons, I've typically done very...
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Sector Capsule: Pet Products in Hong Kong, China
In 2017, pet products registered 7% current value growth to reach HKD67 million. Owners are paying more attention to speciality pet products,...
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Sector Capsule: Cat Food in Indonesia
In 2017, cat food registered 8% retail volume growth and 15% value growth, to reach 8,500 tonnes and IDR588 billion. Wet cat food showed the...
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Italian Chaos Jolts Markets, US Trip Notes…
My view in the 17th May note that the ‘bond vigilantes’ would be unleashed on Italy has transpired even faster than I expected with the 10-year...
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Sector Capsule: Rtd (Ready to Drink) Coffee in Thailand
RTD coffee records 5% off-trade current value and volume growth to reach THB11.9 billion and 168 million litres in 2017 Convenience remains the...
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