VTSYF News and Press, Vitasoy Intl H Par

Summary Aikya Investment Management is an independent, employee-owned, investment management company that specialises in managing Emerging Markets equity portfolios. We believe that by investing with good stewards of capital, we  can navigate the volatility of Emerging Markets whil...

Polen Capital is a high-conviction growth investment manager. We scour the globe in search of the highest quality, sustainable companies to invest in. Over the first quarter of 2022, the Polen Global Emerging Markets Growth Composite Portfolio returned -14.68% gross and -14.96% net of...

Aikya Investment Management is an independent, employee-owned, investment management company that specialises in managing Emerging Markets equity portfolios. As long-term investors, we base our return expectations on 10-year valuations, which means taking a view on sales growth and ca...

Vitasoy is the leading plant-based beverage maker in Asia with its strong brand for soy-based products. Sales volume has grown as it invested in the Mainland China market, but at the detriment of free cash flow generation. A capital-intensive business, combined with increasing com...

Danone is failing to address a fundamental risk - growth in plant-based products which is substituting its core dairy business. The plant-based market is high growth and is attracting impressive new entrants, making it more competitive. Recent senior management departures are a co...

We would like to share our groundwork on Oatly, the Swedish oat milk company that is taking the world by storm. We look at the organizational structure and basic financials to assess the company's prospects. Despite a crowded market, growth in Europe ex-Nordics, the US and China a...

Elevator Pitch I maintain a neutral rating on Hong Kong-listed beverage company Vitasoy International Holdings Limited ( OTCPK:VTSYF ) [345:HK]. This is an update of my prior article on Vitasoy International published on March 31, 2020. Vitasoy International's share price has increased b...

Elevator Pitch I maintain my "Neutral" rating on Hong Kong-listed beverage company Vitasoy International Holdings Limited ( OTCPK:VTSYF ) [345:HK]. Vitasoy International issued a profit warning on March 27, 2020 guiding for a 25%-35% decline in net profit for FY2020 (YE March) as a result...

Elevator Pitch I like Hong Kong-listed beverage company Vitasoy International Holdings Limited ( VTSYF ) [345:HK] for its portfolio of iconic brands and its growth potential in China. Its Vitasoy brand of soy milk and the Vita brand of lemon tea were first launched in 1940 and 1979 respectiv...

Introduction In this issue of the Asian Idea Generator Weekly, I continue to look for the following categories of Asian companies: 1) Companies that are either currently owned by institutional investors or witness significant insider buying/share buybacks; 2) companies that pass stringent ...