Asian Equities: Twenty Inexpensive Consistent Compounders
​Finding consistent compounders with steady earnings growth and excess returns is challenging, especially those that are reasonably valued. We...
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Travel notes: Manila
I spent the past few days in Manila, the capital of the Philippines. Since Southeast Asia’s borders opened up in 2022, it’s become easier to travel...
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Manila Electric Block - Selldown by One of the Largest Shareholders
JG Summit Holdings (JGS PM) aims to raise around US$185m via selling 2.5% of Manila Electric Company (MER PM) (Meralco) via a block trade.
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Emperador Secondary Listing - Driven by Whisky, Supported by Brandy
Emperador (Emp) is looking to raise up to US$750m via a secondary listing in Singapore. In this note, we look at the company's past performance.
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ECM Weekly (2nd May 22) - LIC, Shieldus, One Store, Campus, Rainbow, Kakao Pay, Uju, GoTo, Zhongyuan
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
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