The Week that Was in ASEAN@Smartkarma - Booming Thailand, Department Stores, and Hospitals
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Interesting Stocks to Consider in ASEAN, Vol. 2
We highlight 15 stocks in ASEAN that look interesting to us based upon our FVMR Methodology. Our research team constantly reviews the ASEAN markets...
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Philippines: Strong Domestic Demand Reflected in Rising Imports Data
Philippines imports came in stronger than expected rising 11.7% y-o-y in March compared to a 5.6% y-o-y decline in February. Exports data which had...
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Maynilad Water Services IPO Trading - Main Peer Has Corrected, Still at a Yield Discount
Maynilad Water Services (MWS) raised around US$520m in its Philippines IPO. In this note, we talk about the trading dynamics.
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Maynilad Water Services IPO - Recent Updates, Peer Comparison and Thoughts on Valuation
Maynilad Water Services (MYNLD PH) (MWS) is looking to raise around US$450m in its upcoming Philippines IPO. In this note, we talk about the IPO...
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