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Capital, Earnings & M&A

Mengniu's Profit Only One-Third of Yili's: Is the Dairy Duopoly Becoming a Single Oligopoly?

Mengniu Dairy's profit recovery in the first half of the year masks persistent losses at its investments, Yashili and Modern Farming, and its profit is only about one-third of Yili's, with market value at about 40% of Yili's. The long-standing duopoly in China's dairy market appears to be shifting toward Yili's dominance.

面包财经
Capital, Earnings & M&A

Want Want Loses Its Edge: Market Value Evaporates by 100 Billion HKD as Taiwanese Enterprises Face Collective Crisis

Since early 2015, China Want Want (0151.HK) has repurchased its shares 101 times, spending over 3 billion HKD, yet its market value has fallen from a peak of over 170 billion HKD in 2014 to around 60 billion HKD. Along with other Taiwanese-backed giants like Master Kong and Sun Art Retail, Want Want is facing declining performance and shrinking market value, signaling a collective crisis for Taiwanese enterprises in mainland China.

面包财经
Capital, Earnings & M&A

Why Are Coca-Cola and Pepsi Struggling in China?

Coca-Cola's recent H1 2016 results showed a 5.7% rise in global profit but a 4.57% drop in revenue, with China a major drag. Both Coca-Cola and Pepsi, along with other beverage giants, are facing weak consumption in China, as evidenced by declining sales across various drink categories.

面包财经