Giant Manufacturing. This Taiwanese company screened in due to attractive valuations, despite the company being one of the leading global bicycle manufacturers (both top-end and mass market) and demand remaining firm, particularly in Asia and Europe. We took advantage of the valuation anomaly and took a stake in the business.
| Sedol |
Type |
Price |
Date |
| 6372167 |
Buy |
TWD 81.257
|
25/08/2009 |
|
