Global Fund Positioning in Japan: Underweight and Underowned
With the Nikkei 225 index breaking 30k this month, Global managers remain under-invested and underweight Japan versus the benchmark MSCI All...
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🇯🇵 JAPAN • Market & Results & Revisions Update 02/12 • Yamaha Motor, J Post Bank, Otsuka & Lion
For the first time in just over one year and driven by a strong recovery in the index-heavy Auto Sector, our Market Composite Results & Revision...
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ThaiBev’s BeerCo Limited IPO: 1Q Results
BeerCo's 1QFY2021 results suggest that it is well-placed to return to growth as the year unfolds due to a gradual recovery in on-premise...
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ThaiBev’s BeerCo IPO: Valuation First Look
ThaiBev aims to raise $2bn and seek up to a $10bn valuation for BeerCo, according to press reports. Our first-look valuation analysis suggests that...
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ThaiBev’s BeerCo IPO: First Look
ThaiBev's BeerCo IPO could raise as much as $2 billion on the SGX, according to press reports. In this note, we take a first look at BeerCo’s...
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