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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (44162)	9/1/2011 11:26:09 AM
From: Spekulatius	Read Replies (2) of 78644

I have not come across any new ideas in the food value chain. Since I am here in China, I read the China Daily (sort of like a government paper) and remember reading about more investment in the seed industry which may include foreign investment (= joint ventures). With the IP issues in China, I think it will be hard to convince foreign companies to put their know how into joint ventures though. I also read the other day that they want to consolidate the fragmented grain and rice processing business to make it more competitive. My take is that they want to keep both the see and the processing business in domestic hands. As for Nestle, I am very sure they do not plan on backwards integration - they have done away with it over the years and getting rid of bulk business but strengthening the customer facing value aspects. Unilever has done the same - i don't think they will do a 180Deg turn on that. Nestle is not cheap but it's simply the best managed food company out there, plus management works for a fraction of the salary than comparable US companies.

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