Taste Gourmet and the Game-Changing Joint Venture
A lot has happened since my last update on Taste Gourmet Group Ltd (8371 HK). The stock has been on a tear recently and is up 57% since my first...
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Shandong Fengxiang IPO - Looks Cheap but Is at Peak Margins
Shandong Fengxiang (9977 HK) Shandong Fengxian (SF), the second-largest fully integrated white-feathered broiler producer in the PRC, is looking...
489 Views
Asian Consumer Staples - Inflation Hedge?
Consumer Staples are a good inflation hedge, but only if they can pass on the increase in raw material costs to end consumers. In a scenario of...
591 Views
HSCEI Rebalance Preview - June 2020
The Hang Seng Indexes Company Limited (HSIL) will announce the results of the 2020 Q1 review of the Hang Seng Family of Indexes on 15 May 2020. The...
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Kilcoy Global Foods Pre-IPO - A Lot of Things Still Remain Unexplained
Kilcoy Global Foods (KIL HK) (KGF) plans to raise up to US$400m in its Hong Kong listing. KGF is a premium food solutions provider with a focus on...
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