Health & Happiness (1112 HK): Up 100% Since Nov. 2022. Still Awaiting a Re-Rating Upside

404 Views19 Jan 2023 21:21
Modest valuations in line with Infant milk players despite growing exposure to Adult/Pet Nutrition products (50%+ of sales). Re-rating potential exists from valuing high-growth segments differently.
Devi has highlighted this Insight as a Top Pick
SUMMARY
(Sign Up to Access)
Get started on the Smartkarma Research Network with a complimentary Preview Pass to:
  • Unlock all research summaries
  • Follow top, independent analysts
  • Receive personalised alerts and emails
  • Access Briefings, Analytics, and Events

Upgrade anytime to our paid plans for full-length research, real-time analyst discussions, and more.

Join a thriving community of 45,000+ investors, including the top global asset managers managing over $13trn in assets.

or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 3-minute read)
Discussions
(Paid Plans Only)
chart-bar
Logo
Devi Subhakesan
Asia Consumer Research
Investory
Consumer Discretionary & Consumer StaplesEquity Bottom-UpEquity Capital Markets
x