Billion Dollar Shave Club & The New FMCG Formula
The acquisition of Dollar Shave Club by Unilever for $1B is an inflection point in the Fast Moving Consumer Goods (FMCG) industry. The old...
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Ingredients: Benefiting From Powerful Moat Sources Despite Absence of Branding or Pricing Power
Given the bland growth prospects that currently characterize the consumer products space, investors looking for better growth prospects—without...
366 Views
Marketnomix Country Insights - China
China’s economic slowdown will continue to be a major cause for concern for the global economy. Slowing economy together with declining with FX...
289 Views
Hong Kong Single Stock Options Weekly (Mar 23–27): Volatility Rises Amid Increased Hedging Activity
Rising volatility and weaker breadth set the tone for the week, with option flows and ETF activity pointing to a clear shift toward increased hedging.
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StubWorld: Cathay Air Outperforming Air China; And WH Group Outperforming Smithfield
It's a weak parent/sub relationship; however I'd be reversing Cathay vs. Air China here. I'd also look to reverse the WH Group stub. Shorts are...
218 Views