The Week That Was in ASEAN@Smartkarma - Indonesia Telcos, CRC's ESG Et Al, and Malaysian Autos
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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PCOMP Index Rebalance: One Set of Changes as RCR Replaces AGI
RCR replaces AGI in the PCOMP Index at the close on 30 January. There are only 4 trading days to implementation, and both stocks appear...
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PCOMP Index Rebalance Preview: One Set of Changes Likely in Feb
RL Commercial REIT could replace Alliance Global in the index. The impact on the stocks is high, and it could be worth putting on a position in...
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Maynilad Water Services IPO Trading - Main Peer Has Corrected, Still at a Yield Discount
Maynilad Water Services (MWS) raised around US$520m in its Philippines IPO. In this note, we talk about the trading dynamics.
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Maynilad Water Services IPO - Recent Updates, Peer Comparison and Thoughts on Valuation
Maynilad Water Services (MYNLD PH) (MWS) is looking to raise around US$450m in its upcoming Philippines IPO. In this note, we talk about the IPO...
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