China A-Shares - EM Fund Ownership Guide
China A-Shares represent the 6th largest country holding among active EM investors. In this analysis, we analyse the current set up of A-Shares in...
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Last Week in Event SPACE: Furuya Metal, Visional, Wilmar, Samsung Electronics, ViinFast/Vingroup
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
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StubWorld: Wilmar's All-Time High Implied Stub As Yihai Kerry Touches New Lows
I'd be reluctant to short Wilmar, long YKA here. I might look to short Wilmar against a basket of larger peers (ADM, Bunge etc). I would not be...
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Shiyue Daotian IPO - PHIP Updates & Quick Thoughts on Valuation
Shiyue Daotian (1892269D CH) is looking to raise up to US$108m in its Hong Kong IPO, after downsizing from an earlier reported float of US$200m.
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Shiyue Daotian (十月稻田) Pre-IPO: Aggressive Brands - A Local Viewpoint
The company mainly sells its products online and spends much of its advertising budget online. The rice market is fragmented and there are two main...
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