Holding their nerve
Frida Wang
Head of China Research
Underlying brand momentum underwrites investment proposition
Frida Wang
Head of China Research
Sale of Fund #1 interest brings in some cash, but at what cost?
Peter Meichelboeck
Head of Research
FY23 result preview: why the recent surge in HK exports?
Frida Wang | Peter Meichelboeck
Institutional Research
Set for another year of at least 20% growth in FY24
Peter Meichelboeck
Head of Research
China may be a 1H24 challenge but acquisition adds momentum
Mark Topy | Peter Meichelboeck
Institutional Research
Challenging year but positioning the business for the future lift
Mark Topy
Institutional Research
Focus now shifts to delivering a sustainable recovery
Mark Topy | Peter Meichelboeck
Institutional Research
China flower price the swing factor
Frida Wang
Head of China Research
Monitoring grey channel pricing & the speed of the Chinese recovery
Frida Wang | Peter Meichelboeck
Head of China Research
Industry challenges coalesce around 1HFY24
Frida Wang
Head of China Research