WH Group Post-Tender Outlook
Buyback Offer shares are returned. Now we look forward. Of course, we did before in assuming participation rates. The stock is cheap on accretion...
541 Views
Wens Foodstuff & Muyuan Foods: What Is the Better Option Amidst China’s Meat Export Curbs?
Today, the Financial Times reported that China is scaling back on meat imports over fears of importing the COVID-19 virus back into the country....
553 Views
YUM China (YUMC): Growling Chicken
The Asian Swine Flu has caused pork prices to increase and shift of protein consumption from pork to others such as chicken. The company does not...
783 Views
Shanghai/​​Shenzhen Connect Ideas: Moutai/Wuliangye, Wens, Lingyi ITech (2019-09-27)
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
967 Views
Shanghai/​Shenzhen Connect Ideas: M. August Adjustment, Healthcare Led YTD Inflows (2019-08-09)
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
570 Views