Essity Mulls Holding In Vinda (3331 HK)
A long-term shareholder potentially looking to divest its stake, shortly after a company announces poor results, is not a great look. Pricing for...
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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.
686 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...
309 Views
Hengan (1044) Vs Vinda (3331): Which One?
In the past 3 months, Vinda International Holdings (3331 HK) share price has outrun the Hang Seng China Enterprises Index (HSCEI INDEX) index by...
657 Views
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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