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ykinvestor | Joined since 2013-02-21

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2013-02-25 23:09 | Report Abuse

Temasek - the sovereign fund (GLC) and other famous funds like Templeton and J.P. Morgan etc are shareholders of ChinaMinZhong (CMZ)
Furthermore Indofood aka Salim group has owned 15 % of CMZ shares recently. Indofood will probably have their people on the CMZ board seats. http://sbr.com.sg/food-beverage/more-news/heres-how-china-minzhong-will-benefit-indofood-deal

The above top three shareholders in the aggregate account for 40.4% of total shares outstanding of CMZ. See the "New vs old shareholding structure" section under this link
http://www.google.com.my/url?sa=t&rct=j&q=templeton%20fund%20in%20in%20china%20minzhong&source=web&cd=1&ved=0CDcQFjAA&url=http%3A%2F%2Fwww.maybank-keresearch.com.sg%2FDownload.aspx%3FrPID%3D10%26rN%3DChina%2520Minzhong%2520placement%2520180213.pdf&ei=ynsrUa_8Nqm3iQfrzIFI&usg=AFQjCNH06DbJX7OJAAjBIzqCfPoiNc9zrA

These top three shareholders and other major shareholders must have already done their due diligence before investing in CMZ.

Other forum discussion on CMZ http://www.sharejunction.com/sharejunction/listMessage.htm?topicId=8335&searchString=&msgbdName=ChinaMinzhong&topicTitle=China Minzhong Food forum

News & Blogs

2013-02-21 23:11 | Report Abuse

I like the comments by the Standard Chartered Equity Research about Indofood investment's in Minzhong which says
Potential could be significant:
The potential of theseopportunities could be significant, in our view. The mostimmediate opportunity is for Minzhong to supply air driedvegetables to Indofood. Minzhong management said thatIndofood produced 15bn packets of instant noodles in 2012 andeach pack requires about RMB 0.60 worth of air dried
vegetables. This makes Indofood‟s wallet for air dried vegetables at RMB 9bn. If Indofood allocates 10% of its walletto Minzhong, it would represent 30% of the latter‟s 2013E sales
The full article can be found here :
http://www.scribd.com/doc/126504432/China-Minzhong-Food-Corp-OUTPERFORM-Indofood-Investment-Reinforces-the-Value-of-Minzhong-20-02-13-15-55