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Huabao Together With The Queen Of Cashout

The Shanghai Daily (I stimulate got previously written about.

She is the minute biggest insider-seller of whatever Chinese stock according to this list - having cashed out almost one-half a billion the States dollars this year.

I stimulate got at 1 time emailed alongside many people who stimulate got an involvement inwards Huabao. Some visited the (recently purchased) reconstituted tobacco leafage plants - in addition to they were moderately impressed. Some visited the flavors flora (the legacy business) in addition to they establish a few bluish drums in addition to a vat total of foreign liquid only zippo redolent of a concern thence worth over USD3 billion. They ran a mile from the stock.

The most impressive website whatever of the people I communicate alongside has establish is for their Peacock brand. They sell 572 products (far less than most retail shops) including "tomato sauce" in addition to "cheese powder". Press "new products" in addition to you lot larn a 1 discussion answer: "no". H5N1 similar response is given for "food flavor". Isn't this meant to last a flavors company?

This compares every bit I noted inwards my previous spider web log post alongside perhaps 100 M pages of text on the website of the major fellowship inwards this manufacture (Givaudan).

It is unlikely you lot build lx addition per centum margins reselling flavored yogurt on an obscure Chinese website. I am non joking - see this link.

The alone agency that the margins - almost 5 crimp the margins of Western competitors - are possible is past times selling at an inflated cost to the Chinese Earth owned tobacco companies. And indeed that is what the bull floor is every bit many of my readers stimulate got pointed out.

I tin neither confirm nor deny the being of those sales. My alone correspondents who stimulate got visited the factories responsible for those sales establish a few bluish drums. But at that spot mightiness last a large in addition to complex manufacturing flora behind that or at that spot may last other sites thence their discussion should non last taken every bit complete.

Moreover Price Waterhouse Coopers audited the accounts in addition to they enjoin me the sales are existent thence I presume they are. Whatever: if existent it is probable that 1 solar daytime the State Owned Enterprises volition endeavour to renegotiate the bargain which seems unreasonably favorable to Huabao...

Maybe that is why Zhu Linyao is the "Queen of Cashout".



John

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