Overview of My Winners and Losers in 2019... And 5 High Conviction Ideas Going into 2020
In a follow up to similar styled notes from 2017 and 2018 Overview of My Winners and Losers in 2018...and 5 High Conviction Ideas Going into...
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The Week That Was in ASEAN@Smartkarma - Digital Microlending, Central Retail, and Ayala Corp
Macro Insights In More Demos Due / Minister Stabbed / Tax Shortfall / Discord Re Labor Law / Amendments Overhang, Kevin O’Rourke comments on the...
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StubWorld: Ayala Re-Tests New Lows
This week in StubWorld ... Ayala Corporation (AC PM) is re-testing its NAV lows despite the absence of a major shareholder sell-down and a bond...
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Holcim/San Miguel's Phase II Review And The Rebuttable Presumption
Back in June, San Miguel (SMC PM) ​and Holcim Philippines (HLCM PM) entered into a SPA whereby SMC would acquire an 85.73% stake in HLCM. The...
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Quiddity Philippines M&A Guide 2019
This is part of a series of M&A guides that our Quiddity* team (see our profiles or the footnote below) is publishing to aid investors in...
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