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Daily Bamboo Innovator Insight (Sector): Thursday 13 Nov 2014 – Cathay Financial to Buy $92 Billion Asset Manager Conning for $240m, or 0.26% of AUM

Consumer, Financial and Others

Coke CEO faces super-sized challenges: ValueWalk

British supermarkets: A trolley-load of pain; Even Sainsbury’s, an upmarket grocer, is feeling the heat from the discount retailers: Economist

Billionaire Corona Beer Heir Mesmerizes Junk Bond Buyers: Bloomberg

Cathay Financial to Buy $92 Billion Asset Manager Conning for $240m, or 0.26% of AUM: Bloomberg

Why Tesla Motors Inc. Is Simplifying Its Vehicle Lineup: Nasdaq

Commodities and Energy

Brent Falls Below $80 For First Time in 4 Years on Glut: Bloomberg

Economic and practical obstacles limit Mexico’s shale ambitions: FT

Accuracy of Bakken Volatility Tests Face More Challenges; Industry, Canadian Officials Fear That Explosive Risk of North Dakota Oil Is Understated: WSJ

Ford in vanguard of aluminium revolution: FT

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About bambooinnovator
KB Kee is the Managing Editor of the Moat Report Asia (www.moatreport.com), a research service focused exclusively on highlighting undervalued wide-moat businesses in Asia; subscribers from North America, Europe, the Oceania and Asia include professional value investors with over $20 billion in asset under management in equities, some of the world’s biggest secretive global hedge fund giants, and savvy private individual investors who are lifelong learners in the art of value investing. KB has been rooted in the principles of value investing for over a decade as an analyst in Asian capital markets. He was head of research and fund manager at a Singapore-based value investment firm. As a member of the investment committee, he helped the firm’s Asia-focused equity funds significantly outperform the benchmark index. He was previously the portfolio manager for Asia-Pacific equities at Korea’s largest mutual fund company. KB has trained CEOs, entrepreneurs, CFOs, management executives in business strategy, value investing, macroeconomic and industry trends, and detecting accounting frauds in Singapore, HK and China. KB was a faculty (accounting) at SMU teaching accounting courses. KB is currently the Chief Investment Officer at an ASX-listed investment holdings company since September 2015, helping to manage the listed Asian equities investments in the Hidden Champions Fund. Disclaimer: This article is for discussion purposes only and does not constitute an offer, recommendation or solicitation to buy or sell any investments, securities, futures or options. All articles in the website reflect the personal opinions of the writer.

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