San Miguel Re-IPO Valuation - Decent Upside from the Low-End of the Price Range
San Miguel (SMC PM)Â looking to sell 523m (including 174.3m upsize option)Â San Miguel Food and Beverage (FB PM)'s shares with a 15% over-allotment...
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San Miguel Food & Beverage Re-IPO - Dominant Market Share in Its Key Markets
San Miguel (SMC PM) is looking to sell 1bn San Miguel Food and Beverage (FB PM)'s shares with a 332m shares upsize option worth about US$2.1bn...
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The Week That Was in Asean@Smartkarma - Sweet Deals, Seaweeds and Shifting Patient Flows
In this week's ASEAN Weekly, I decided to fill in for the series as I suspect Angus Mackintosh is collecting good stories in J-town but got stuck...
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The Week That Was in ASEAN@Smartkarma - Banking Woes, the Rise of the Machines and Big Box Shopping
In this week's ASEAN offering we have some quite controversial commentary on the Singapore Banks, that suggest that there is more pain to come on...
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The Week that Was in ASEAN@Smartkarma - Politics, Pain and Soap Operas
This week we feature an interview with Manu Bhaskaran and his team at Centennial Asia, including Jason Tan and Asees Bajaj to canvass their views...
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