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First Gen (FGEN PM)
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63
Analysis
Utilities
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Philippines
First Gen Corporation is the holding company for the power generation and energy related businesses of the Lopez Group. The Company's primary focus is on power generation.
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bearish
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AC Energy Corp
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27 Apr 2021 09:07
AC Energy Re-IPO - Lots of Moving Parts, Needs the Dust to Settle
AC Energy Corp (ACEN PM) is looking to raise up to about US$341m in its upcoming re-IPO in the Philippines. n this note, we will take a brief look...
Zhen Zhou, Toh
450 Views
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bullish
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JD.com
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20 Dec 2020 07:51
Last Week in Event SPACE: Japan Post, JD.com, Toyota, NTT, Jardines, Indices/Exec. Orders, Tianneng
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
David Blennerhassett
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594 Views
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bearish
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Lopez Holdings
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16 Dec 2020 18:20
Lopez Holdings (LPZ PM): Reverse Voluntary Delisting
There is a possibility the minimum tender offer threshold is not met. This Offer appears to be being done far too cheaply. Plus this is not a very...
David Blennerhassett
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435 Views
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bullish
•
Oriental Land
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05 Jul 2020 07:56
Last Week In Event SPACE: Keisei/Oriental Ld, Nat'l Storage, Sembcorp, Leyou, Accordia Golf, Samba
Last Week in Event SPACE ... With Tokyo Disneyland opening this past Wednesday, Keisei Electric Railway Co (9009 JP) was coming up "expensive"....
David Blennerhassett
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510 Views
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bullish
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Huadian Fuxin Energy Corp
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30 Jun 2020 09:52
(Mostly) Asia M&A: June 2020 Roundup
For the month of June, 20 new deals were discussed on Smartkarma with an overall announced deal size of ~US$12bn. Clicking on the company name...
David Blennerhassett
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463 Views
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