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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Meiji Holdings--Healthy Food Ops Have Heavy Drug Problems
Meiji Holdings will get slammed by government price cuts on pharmaceuticals in Japan from this April and then begin to see a massive decline in...
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OldTown Berhad: "I Would Like to Order White Coffee, Not Black Coffee, Please."
Our conference call with the IR of Oldtown Bhd (OTB MK) reveals that beverages manufacturing (primarily white coffee products) has driven decent...
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China Infant Formula Market - Advantage to Move to Local Producers
The market has been dominated by and foreign companies importing into China ever since 2008. China Infant formula market growing by 37% to 61%...
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US Grocery Giant Albertsons Buys Meal Kit Maker Plated, Suggesting A Path Forward For Blue Apron
US grocery store chain Albertsons (private) announced on Wednesday evening that it would buy meal kit specialist Plated (also private) for a...
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