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clock Created with Sketch. 28/04/16
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Originally posted by rockyboy
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I think the fact that CBA has borrowed these shares sets it up for a major short in the near future. These institutions have access to information and advice we don't have a clue about.
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That mission may have already been accomplished, rockyboy
Imo, VIT is now a strong buy, so dump all those Chinese baby formula stocks before the herd realizes the bubble already started bursting last year because the extraordinary growth of the VMS sector is only made more evident by the increasing frequency of M&A deals hitting the headlines, as opposed to other headlines related to baby boom illusions.
01/09/2015 Dangdang: Throw This Baby Out with the Bathwater China may have relaxed its one-child policy, but the much hoped for baby boom is nowhere to be seen. It’s little surprise then that investors in E-Commerce China Dangdang have spat the dummy. The NASDAQ-traded online retailer started out selling books but transformed itself into a one-stop shop for China’s moms, offering everything from Pampers diapers to baby formula. Initially a winner, the strategy is now having teething trouble. No wonder then the stock price is down nearly 60% in 12 months, closing Monday just shy of $6 a share. Hopes for a baby boom that had driven Dangdang shares to just under $19 in March last year have failed to materialize. When China relaxed its one-child policy two years ago investors were enthusiastic about baby product stocks, but the ardor for the investment theme has waned amid a muted response among Chinese families to the easing of regulations. While some parents are allowed a second child, so far they don’t seem that fussed ~ Dangdang: Throw This Baby Out with the Bathwater
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09/12/2015 New owner of Swisse Wellness gets indigestion as profits set to drop 90pc Biostime's share price has dropped 66 per cent since April 2015. In a filing to the Hong Kong stock exchange, Biostime outlined that unaudited management accounts at Swisse showed total revenue from the Swisse business for the nine months ended September 30 reached $335.6 million. The company also says it is setting up a new specialist Swisse China division that will concentrate on stepping up the marketing and sales of Swisse's products into China. But Biostime's own operations have been through a tough time. The directors warned last month that the group's total profits were likely to fall about 90 per cent for the year ending December 31, compared with calendar 2014. Final results will be released in March. ~ New owner of Swisse Wellness gets indigestion as profits set to drop 90pc
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Last edited by
abdm :
28/04/16
