Groupe DANONE (GDNNY.PK)
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GDNNY.PK Forum Topics
- All Comments on GDNNY.PK
- General Discussion on GDNNY.PK
- Stocks To Capture China’s Baby Boomers [view article]
- Danone Gives Wahaha A Hard Trademark Lesson [view article]
- Profiting From China's Population Policy [view article]
- Barron's 2007 Analyst Roundtable, Part III [view article]
- Milk a Substitute for Cola in China? [view article]
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- 4 Dairy Stocks To Watch
- Danone Gives Wahaha A Hard Trademark Lesson
- Profiting From China's Population Policy
- Barron's 2007 Analyst Roundtable, Part III
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Stocks To Capture China’s Baby Boomers [view article]
Nice angle on the China play. I look forward to future insights. ReplyEditors
General Discussion on GDNNY.PK
Is this a buy or a sell? ReplyDanone Gives Wahaha A Hard Trademark Lesson [view article]
A couple of hard lessons to the Chinese business community and the country on the whole is probably a good medicine to take for the long term benefit. I think China needs to take the medicine sooner rather than later. ReplyDanone Gives Wahaha A Hard Trademark Lesson [view article]
it will be a dilemma to the Chinese authority too.In the 11th 5-year plan, developing self-owned intellectual property is a top priority for the country, China understands it can never move to the next level of economic development if it is still doing those low value added labour intensive OEM type of manufacturing. Personally I've seen how the government is promoting IPR aggressively, China is not only doing that just for the sake of comforting the US government, but also for its own economic sustainability.
However, before it can develop such an atmosphere to promote local IPR, the first thing they need to do is to educate the Chinese enterprises to respect law and IPR. If the Wahaha trademark was assigned to Danone, China/Wahaha has to let go the nationalist sentiment.
Though the end result is remain to be seen, I bet it will end up settled outside the court.
I do believe the Wahaha founder Mr. Zong didn't realize what he signed up in 1996. I recently have an experience to negotiate an intellectual property related contract with a leading Chinese network equipment company, I was almost shocked to see the standard of the contract they drafted... Reply
Danone Gives Wahaha A Hard Trademark Lesson [view article]
Siwei,Well written piece.
I myself am very surprised that Wahaha would have signed away their rights on the naming/ branding issue. It is something that I would have thought would have been a very hot issue when the contract was being negotiated. Did he really miss that?
This surely could become a lesson in reading the fine print, however I suspect that Danone is in a lose-lose position either way as Wahaha has already massed the employees against Danone and Danone would have a rough time managing that
Anyone remember the Red Star story in Mr. China? Reply
Danone Gives Wahaha A Hard Trademark Lesson [view article]
Sometimes there may be a legitimate case, perhaps in this one, but it seems everytime there is a dispute between a foreign company and a domestic company, the Chinese side will try to whip up ultra-nationalist sentiment. But in fact, the only ones who benefit are the owners of the company, just like the manufacturers in the U.S. who try to keep out Chinese imports. And let's not forget that Wahaha is a state-owned company, even if private management makes the decisions. ReplyDanone Gives Wahaha A Hard Trademark Lesson [view article]
Whether Danone gets the Wahaha brand or not is not as important as how it gets. Given the nationalistic sensitivity of the matter, I fear Danone will have a huge PR problem if both parties can not settle the matter benignly. Legal action might deliver Danone the brand, but as well an excellent excuse for a media campaign against it and all its products to Zong. I sure hope Danone has a longer term perspective on Chinese market and keeps the eye on the bigger picture. ReplyProfiting From China's Population Policy [view article]
I trust you bought these fine Chinese stocks in the afternoon, not the morning. We'll see what happens tommorrow. ReplyBarron's 2007 Analyst Roundtable, Part III [view article]
Contrary to Fred Hickey's statistics, APPL'e ttm PE is just 30 (not 38), and its forward PE just 22 (not 31). If you back out the $13/share in cash, then AAPL's forward PE is just 18.Huh? That's expensive? That would be low even if AAPL were growing earnings by 20% YoY, let alone the 30-40% it is comfortably maintaining.
Fred Hickey said iPod growth rates are falling apart. They grew 50% YoY last Q, for a record 21m iPods. Mac sales are growing 30% YoY - that demonstrates plunging Mac sales?
Someone should call him out on this call. Hickey is on another planet. I wish there was an ETF on Fred Hickey so I could short it. Reply
Stocks To Capture China’s Baby Boomers [view article]
so what's the percentage? ReplyMilk a Substitute for Cola in China? [view article]
Hi -Two other Chinese dairy ADRs that I have traded this year - both were doubles for me - are Synutra (SYUT) and American Dairy (ADY). Synutra just continues to go up, but both companies have great earnings growth. ADY has been added to the Russell Microcap index. Both have targeted parents of children.
Doug Roberts Reply