bullish
Prefer Vinda Even If Hengan Surprises Near-Term; CG Issues Need More Light
434 Views14 Jan 2020 23:35
Leading producers of tissue and personal care products Hengan Intl Group (1044 HK) and Vinda International Holdings (3331 HK) have benefitted from...
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Valerie Law, CFA
Asia Ex-J Consumer/ Transport analyst
- Prefer Vinda Even If Hengan Surprises Near-Term; CG Issues Need More Light14 Jan 2020
- BUY Vinda (3331 HK): Thesis Confirmed24 Aug 2018
- Buy Vinda (3331 HK): New Incentives, Leverage & Margins - Target HK$25.2 (Up 80%+)13 Aug 2018
- Sell Hengan (1044 HK): Relationships, Churn & Margin Pressure. Target HK$38 (Down 50%)13 Aug 2018
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