Monde Nissin: Valuation First Look
Monde Nissin has received PSE listing approval to raise up to $1.3 bn at the max IPO price of PHP17.50. In this note, we present our forecasts and...
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Nissin Foods Placements - Shouldn't Have a Large Impact
Three shareholders of Nissin Foods plan to raise around US$226m via a global offering by selling 2.9% of the company. The selldown is being...
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HK Lockdown Ideas: Long Nissin Food and Short Cafe De Coral
The recent lockdown in HK proves that unless everyone is vaccinated, the risk remains. The HK SAR government does not rule out the possibility of...
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Nissin Food (1475): HK COVID-19 - Reversal of WFH Vs Going Out
How severe it will get in Hong Kong and will the government re-instate the lockdown. It is time to go long Nissin food and start shorting MTR and...
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Pfizer Vaccine: Winners and Losers
Similar to China Outbreak Theme: Winners and Losers , this insight will discuss the potential winners and losers from the announcement of the vaccine.
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