Southeast Asia: The Passive Axe Hangs as Positioning Increases
There are 8 Indo, Malay, Thai and Phil stocks that could be deleted from passive portfolios in February. Flow is US$52m-US$123m and impact is 3.5...
678 Views
The Week That Was in ASEAN@Smartkarma - Ace Hardware, Ginebra San Miguel, and Singapore Banks
The past week saw insights on Aspirasi Hidup Indonesia (ACES IJ), Ginebra San Miguel (GSMI PM), DigiPlus Interactive (PLUS PM), Keppel DC REIT and...
503 Views
FineToday Pre-IPO - The Negatives - Growth and Margins Have Wavered
CVC Capital is aiming to raise over US$500m, via selling some of its stake in FineToday Holdings Co Ltd (289A JP) in Japan. In this note, we talk...
529 Views
FineToday Pre-IPO - The Positives - Established Brands Across Multiple Regions
CVC Capital is aiming to raise over US$500m, via selling some of its stake in FineToday Holdings Co Ltd (289A JP) in Japan. In this note, we talk...
639 Views
Ultrajaya Milk (ULTJ IJ) - The Milkmaid Cometh
Ultrajaya Milk will open a new distribution centre in 1Q2024, which should help to drive growth plus it looks to launch new product categories in...
554 Views