Asian Insight Provider - Actionable ideas, CrossASEAN Research

Henry Soediarko

Asian Insight Provider - Actionable ideas

Equity Bottom-Up

Health And Happiness (H&H) / Equity Bottom-Up

Post the disclosure of the agreement that Swisse made with a JV that is owned by <a href="https://www.smartkarma.com/entities/978" target="_blank" data-smartkarma-citation="entities:978:1">Procter &amp; Gamble Co/The (PG US)</a> and <a href="https://www.smartkarma.com/entities/868" target="_blank" data-smartkarma-citation="entities:868:1">Teva Pharmaceutical Sp Adr (TEVA US)</a>, investors have reacted negatively by dumping the shares of <a href="https://www.smartkarma.com/entities/20582" target="_blank" data-smartkarma-citation="entities:20582:1">Health and Happiness (H&amp;H) International Holdings Limited (1112 HK)</a>, which was previously known as Biostime.This report aims to analyze how much Health &amp; Happiness ("HH") is losing out on the deal and what is the impact to their already stretched balance sheet. The agreement changes the recovery story for HH that was started by the acquisition on Swisse as product diversification. Multiple analysis has been performed to find out how HH's earnings will be impacted by the management's plan to ramp up the marketing campaign for Swisse, their adult nutrition care product.

Post the disclosure of the agreement that Swisse made with a JV that is owned by Procter &amp; Gamble Co/The (PG US) and Teva Pharmaceutical Sp Adr (TEVA US), investors have reacted negatively by dumping the shares of Health and Happiness (H&amp;H) International Holdings Limited (1112 HK), which was previously known as Biostime.This report aims to analyze how much Health &amp; Happiness ("HH") is losing out on the deal and what is the impact to their already stretched balance sheet. The agreement changes the recovery story for HH that was started by the acquisition on Swisse as product diversification. Multiple analysis has been performed to find out how HH's earnings will be impacted by the management's plan to ramp up the marketing campaign for Swisse, their adult nutrition care product.   

Health & Happiness: Not that Healthy After All and May Lead to Unhappy Shareholders?

China

Youyuan International Holdings Ltd. manufactures pulp and paper.  The Company produces machine finished single sided and double sided tissue wrapping paper, and copy paper.

Youyuan International Holdings (2320735D HK)

Health & Happiness: Not that Healthy After All and May Lead to Unhappy Shareholders?

Post the disclosure of the agreement that Swisse made with a JV that is owned by Procter & Gamble Co/The (PG US) and Teva Pharmaceutical Sp Adr...

Henry Soediarko