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,...
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Monde Nissin Pre-IPO - Peer Comparison for Meat Alternative Business
Monde Nissin (MNC), a food manufacturer in the Philippines, aims to raise around US$1bn in its Philippines IPO. In this note, we will compare its...
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ECM Weekly (14th Jan 2024) - Samsung, Lasertec, Ayala, Indigo, Amer, IPO Pipeline, 2023 Performance
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
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Travel notes: Manila
I spent the past few days in Manila, the capital of the Philippines. Since Southeast Asia’s borders opened up in 2022, it’s become easier to travel...
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Asia Ex-Japan: Tech to Financials Rotation
Asia Ex-Japan funds are in the midst of a major rotation out of Technology and Communication Services stocks and in to Financials and Consumer...
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