Yum China HK Listing - Relatively Bigger, Should Offer a Bigger Discount
Yum China Holdings, Inc (YUMC US) aims to raise around US$2.5bn in its Hong Kong secondary listing. I had taken an early look at the deal in...
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Global Equity Strategy: Bullish Outlook Intact
The MSCI ACWI index (USD) is breaking out to all-time highs while the MSCI EM index (local) is breaking above its prior highs from January. This is...
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Nongfu Spring IPO - Not Cheap by Any Measure but Is a Quality Name
Nongfu Spring (NON HK)Â is looking to raise up to US$1bn in its Hong Kong listing. The company is the market leader in packaged drinking water in...
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Nongfu Spring Pre-IPO - PHIP Updates
Nongfu Spring (NON HK)Â is looking to raise up to US$1bn in its Hong Kong listing. The company is the market leader in packaged drinking water in...
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The Week that Was in ASEAN@Smartkarma - Thailand's COVID, a Global Indofood, and a +ve for DBS
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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