Trade Idea (Update): What's Next After HSCI Review Announcement
After the market close on Feb 21st, Friday, Hang Seng announced the results of the index review for the 4Q2019. In our previous note (link here),...
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Prefer Vinda Even If Hengan Surprises Near-Term; CG Issues Need More Light
Leading producers of tissue and personal care products Hengan Intl Group (1044 HK) and Vinda International Holdings (3331 HK) have benefitted from...
530 Views
Hengan Intl. (1044 HK): Our Analysis Suggests that Bonitas’ Allegations Have Some Substance
Hengan Intl Group (1044 HK), China’s leading sanitary towel and nappy producer, has been targeted by a short seller, Bonitas Research. Hengan has...
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BUY Vinda (3331 HK): Thesis Confirmed
In our June'18 BUY note on Vinda we highlight the upside of management's new stock-price-driven incentive scheme and Vinda's ability...
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SELL Hengan (1044 HK):Â Thesis Confirmed
In our June'18 note on Hengan we noted our concerns with Related parties, Debt churn and Margin pressure.The H1 FY18 results appear confirm our...
570 Views