Replacing Russia: EMEA Stock Screening
We identify stocks in the EMEA region that are filling the void created by Russia's removal from financial markets in 2022.
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ThaiBev’s BeerCo IPO: Third Time’s the Charm?
BeerCo is once again pre-marketing an SGX IPO to raise US$0.8-1.0 billion. In this note, we look at the latest set of results and highlight the key...
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Anheuser-Busch InBev: Something Is Amiss
AB InBev has one of the strongest fundamentals in the sector, but share price performance is still akin to a high-risk cyclical stock. Lingering...
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Global Consumer Staples: Allocations at Rock Bottom as Growth Investors Flee
Allocations in Consumer Staples stocks are at decade-long lows. Average fund weights among active Global managers stand at 7.65% following an...
403 Views
Tsingtao Brewery Placement - Fosun Is Back Again, Settling into a Pattern
Fosun International (656 HK) aims to raise around US$300m via selling 1.8% of Tsingtao Brewery Co Ltd H (168 HK). This is not the first selldown by...
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