Wickhams Hill Research | Under-The-Radar Issue 3
The new third Philippine telco Ditto Telecom (DITO PM) is added to our list of fallen angels, down more than 60% from its March high.
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ECM Weekly (1st August 2021) - Cloud Village, Li Auto HK, Asymchem, Acotec, Devyani, Del Monte PH
Aequitas Research puts out a weekly update on the deals that have been covered by the team recently along with updates for upcoming IPOs.
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Del Monte Pacific HoldCo Trade Update - A Better Play for Del Monte PH IPO
We think that the better way to trade the IPO is to buy DMPL. And even though liquidity isnāt great, there is still potential upside to be realized...
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Del Monte Philippines Pre-IPO - Peers, Assumptions, Valuations and Deal Dynamics
Del Monte Philippines, Inc (DMPI) is looking to raise about US$791m in its upcoming Philippines IPO. The company is doing its PDIE round from 20th...
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Del Monte Philippines IPO: Valuation First-Look
DMPI is pre-marketing for an IPO to raise up to $0.9 billion at the maximum offer price of PHP54.80. In this note, we present our forecasts and...
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