Reckitt Benckiser - Still Paying For Past Mistakes
Reckitt Benckiser has been one of the worst performers in the large cap household & personal products space. Past mistakes in strategic...
357 Views
Ausnutria in Trading Halt - Will Yili Lob an Offer?
Bloomberg reported on 1 Oct that Yili is weighing a bid for Ausnutria. We look at the strategic rationale for Yili/Ausnutria combination and take a...
583 Views
China Feihe IPO Valuation: Reasonable Compared to Peers but Cheap Compared to Market Deal Multiples
In our previous two insights on China Feihe’s IPO, we mainly focused on the industry, the company’s business model and its financials. This...
694 Views
The Market's Souring on A2 Milk Offers a Sweet Deal for Investors
Looking past the near-term risks to reap the high growth opportunities of the Chinese infant formula market.Concerns over increasing infant formula...
483 Views
Brexit and Its Impact on the Largest FMCG Companies
As the UK is set to leave the EU, we can examine the potential impact of Brexit on retail sales of FMCG companies covered in Passport. The exact...
626 Views