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Articles by 飞鼠溪
Browse 2 New Distribution articles by 飞鼠溪.
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What Separates Mengniu from Yili: A Niu Gensheng or a Yashili?
A review of Mengniu's performance reveals that while its revenue gap with Yili is not as wide as perceived, the key divergence in profitability and market value stems from Mengniu's acquisition of Yashili, which led to significant losses and goodwill impairment.
飞鼠溪If JDB and Mengniu Had Different Outcomes, Who Would Be the Biggest Beneficiary in the COFCO System?
COFCO Packaging's acquisition of a 30% stake in JDB's subsidiary signals COFCO's deeper entry into JDB, potentially leading to full control. Drawing parallels with Mengniu's experience, the article suggests that while COFCO Packaging benefits initially, China Foods (506.HK) might be the ultimate winner if JDB's trajectory differs from Mengniu's.
飞鼠溪