Keepers Holdings Solid Q2 2025: Multiple Catalysts Lined Up
We summarize the Q2FY25 results/concall of Keepers Holdings (KEEPR PM), an imported liquor distributor in the Philippines >70% market share,...
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Allied Blenders and Distillers - RHP Updates & Thoughts on Valuation
Allied Blenders & Distillers (9844250Z IN) is looking to raise about US$180m in its upcoming India IPO. In this note, we talk about its RHP updates...
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Allied Blenders and Distillers Pre-IPO - Refiling Updates and Initial Thoughts on Valuation
Allied Blenders & Distillers (9844250Z IN) is looking to raise about US$180m in its upcoming India IPO. In this note, we share our initial thoughts...
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Novelis Pre-IPO - Leader in Most Categories, Although End Markets’ Aren’t Really Growing Much
Novelis Corporation (0620365D US) Novelis is looking to raise US$1.2bn in its upcoming US IPO. The firm is owned by Indian-listed Hindalco. The...
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Asahi Group Placement - Follow Up - Shaping up for a Christmas Cheer
A group of shareholders aims to raise US$1.3bn (JPY197.8bn) by selling their respective stakes in Asahi Group Holdings (2502 JP) via an extended...
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