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...
1.4k Views
Cosco Capital - Unlisted Operating Assets Remain Under-Appreciated
Cosco Capital Inc (COSCO PM)Â was at its record discount to NAV when we first wrote on it mid-2016. Discount to NAV has since then narrowed, but it...
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