PCOMP Index Rebalance Preview: One Set of Changes as PLUS Runs Away
DigiPlus Interactive could replace Bloomberry Resorts in the PCOMP in August. There will also be selling in BLOOM at the close on 30 May. PLUS is...
1k Views
Ayala Corp Placement - While Overhang Will Exist, the Stock's Momentum Has Been Strong
Mitsubishi Corp (8058 JP) is looking to raise US$100m via trimming a stake in Ayala Corporation (AC PM). Despite being not explicitly well flagged,...
984 Views
AREIT Placement - Parent Is Buying High and Selling Low
Ayala Land Inc (ALI PM) aims to raise around US$121m via selling around 11% of Areit (AyalaLand REIT) (AREIT PM). In this note, we run the deal...
633 Views
The Week the Was in ASEAN@Smartkarma - Mitra Adiperkasa, Bukalapak, and Singapore Airlines
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
525 Views
ASEAN Builder's Scoop (16Aug22) - SG Jul22 New Home Sales +71% MoM, Robust Take up Rate ~207%
BSDE invests US$25m in DANA; Stable ops buoy AREIT 2Q22 earnings; Cebu office rentals to remain soft; PAR Mercure KL Glenmarie opening
264 Views