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Hang Seng pauses as investors await key China data

Hong Kong stocks took a breather Thursday as investors stepped back ahead of congressional testimony by United States Federal Reserve chief Janet Yellen and Friday's release of China's inflation data. ...More

EJ Insight2014-02-13

The Big Picture: CREAM OF THE CROP

It came as a surprise but the cream of the Chinese dairy industry is about to be included in Hong Kong’s benchmark stock index. Hang Seng Indexes Co. Ltd. said Wednesday that China Mengniu Dairy Co., ...More

EJ Insight2014-02-13

HSI strengthens as property developers take off

Hong Kong stocks added to Tuesday's 380-point gain, buoyed by news that China's January exports beat expectations, coupled with a rally in property counters. The benchmark Hang Seng Index rose 322 poi ...More

EJ Insight2014-02-12

Danone lifting stake in China Mengniu Dairy, Bloomberg says

France's Danone SA has agreed to raise its stake in China Mengniu Dairy Co. (2319.HK) by investing an additional 486 million euro (US$663 million) in the mainland milk producer, Bloomberg News reporte ...More

EJ Insight2014-02-12

Mengniu JV buys Yashili Zhengzhou unit, filing says

Baby formula maker Yashili International Holdings Ltd. (01230.HK) on Monday announced it is selling the entire equity interest of its Zhengzhou subsidiary to a joint venture formed by China Mengniu In ...More

EJ Insight2014-01-06

YST Dairy in short-term squeeze but prospects sound

An opening-day dall was not the start that Chinese raw milk producer YuanShengTai Dairy Farm (01431.HK) was aiming for on its Hong Kong debut on Tuesday. It came under selling pressure moments after i ...More

EJ Insight2013-11-27

Bright Dairy to raise product prices in December, paper says

Shanghai-based Bright Dairy and Food Co. Ltd. (600597.CN) will raise some of its dairy products’ prices by up to 9 percent next month amid shortage of high-quality raw milk sources, the National Busin ...More

EJ Insight2013-11-25

An exotic China theory: The bigger the trouble the better

This year, we have seen the strong comeback of a couple of sectors that were once in deep trouble. If there is any takeaway, it is probably that instead of running away from sectors with big problems, ...More

EJ Insight2013-11-22

Meiji takes a Parthian shot at China's fresh milk market

Barely a month after announcing its withdrawal from China's baby formula market, Japan's Meiji Group has surprised the industry by making a big push into the chilled milk and yogurt segments. The Japa ...More

EJ Insight2013-11-19

HSI surges 2.7% as reform details cheer investors

Hong Kong stocks surged on Monday as additional documents showing the extent of the reforms agreed upon during the just-concluded Communist Party plenum buoyed investor sentiment. The benchmark Hang S ...More

EJ Insight2013-11-18

The Big Picture: TWO-CHILD POLICY

In a major social reform, China has decided to relax its decades-old one-child policy and allow couples to have two children if one of the parents is an only child. The shift in the family planning po ...More

EJ Insight2013-11-18

Yashili shows it pays sometimes not to jump at a buyout offer

Yashili International (01230.HK) saw more than 10 percent of its minority shareholders reject a buyout offer from China Mengniu Diary (02319.HK) earlier this year after the latter launched a mandatory ...More

EJ Insight2013-11-15

Hong Kong offers control but no ownership for SCA, Mengniu

Two new stories in the consumer space are offering an interesting look at the difficulty of taking over Hong Kong-listed companies, providing headaches for potential acquirers but also interesting opp ...More

EJ Insight2013-11-14

HSI rebounds on back of banking plays

Hong Kong stocks rebounded sharply from a string of declines Monday, helped by banking counters as investors piled into mainland lenders. The benchmark Hang Seng Index gained 1.43 percent to close at  ...More

EJ Insight2013-11-11

YuanShengTai Dairy plans US$501 mln HK IPO, Bloomberg says

Chinese raw milk producer YuanShengTai Dairy Farm Ltd. is seeking up to US$501 million in an initial public offering in Hong Kong, Bloomberg reported Monday, citing a company prospectus. The company i ...More

EJ Insight2013-11-11

Hopu, Temasek in HK$1.65 bln Yashili quintet, Reuters says

Singapore's Temasek Holdings and China-focused private equity firm Hopu were among five investors buying a US$213 million stake in Yashili International Holdings Ltd., after parent China Mengniu Dairy ...More

EJ Insight2013-11-11

HSI falls 155 points as market awaits offshore data

Hong Kong's benchmark index fell for the fourth day in a row on Thursday as the market waited for direction from overseas. The European Central Bank will have its policy meeting on Thursday, while the ...More

EJ Insight2013-11-07

Can Wahaha avoid getting another big hangover in Baijiu market?

Just in March, Wahaha Group boss Zong Qinghou {宗慶后} swore in an interview that he would never again try to enter the market of Baijiu, a kind of Chinese distilled spirits, even if a great opportunity ...More

EJ Insight2013-11-07

Overemphasis on wet process is counterproductive to home milk

Beijing is bent on forming a national team for the domestic infant milk powder market that can compete with the best multinational brands, but some of the leading homegrown dairy firms complain that t ...More

EJ Insight2013-10-28

Mengniu Dairy to cream profit from top-shelf products

China Mengniu Dairy Co., Ltd (02319.HK), the nation’s biggest dairy producer, plans to bulk up on high-end offerings like baby formula in the coming few years to capitalize on China's growing taste fo ...More

EJ Insight2013-10-21

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