Mynt (GCash) IPO: Analysis of Deal Terms and Valuation
We analyze Mynt's USD 1,279m Philippine IPO. We look at deal terms and the cornerstone investors, as well as its valuation. We would participate in...
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Macro Strategy: The 2026 Proposed Budget: Building Up Momentum
The 2026 budget balances fiscal prudence with acceleration growth, prioritizing 8 national agendas, aiming for 5.4% GDP growth.
410 Views
BRIDS Market Pulse: Chart of the Week – JCI P/E Band (10-Year)
MSCI’s Aug25 review announced the inclusion of DSSA and CUAN into the index, with exclusion of ADRO (into MSCI Small Cap).
278 Views
Macro Strategy: Riding The Tailwinds
Positive momentum continues as bond yields fell on global trends, driven by rate cut expectations and more dovish policy shifts.
290 Views
BRIDS Market Pulse: Chart of the Week – Domestic Funds’ Positioning in Key Sector
Market review: Foreign funds outflow reaccelerated with -US$142mn, largely in big banks (BBCA -US$127mn and BMRI US$65mn), bringing YTD outflow to...
326 Views