Vinda Vs Hengan: Cut From A Different Cloth
I like both companies here. Both have 20-30% upside when pegged to their longer-term valuations. I tilt slightly more positive to Hengan.
573 Views
Health & Happiness (1112 HK): 2H2020 -Strong Sales Growth in China Calms Daigou Pain. Stock Upside
2H2020 improves earnings growth visibility, underpin stock upside. Attractive dividend yield offers strong downside protection. Quicker resumption...
269 Views
Hengan (1044) Vs Vinda (3331): Which One?
In the past 3 months, Vinda International Holdings (3331 HK)Â share price has outrun the Hang Seng China Enterprises Index (HSCEI INDEX) index by...
599 Views
Global Equities (ACWI-US) Likely to Retest the March Low
We continue to believe global equities (ACWI-US) are likely to test the recent low made on March 23, with an undercut of roughly 10% also in the...
510 Views
Global Equity Strategy: Initial Low Established
Several equity indexes and indicators we watch are telling us an initial primary low has been established for global equities (ACWI-US). At the...
566 Views