The Stocks to Own in Asia – Vol. 48
We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology. Since its inception, it has generated a before-fee total...
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The Stocks to Own in Asia – Vol. 47
We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology. Portfolio changes: Five stock remains, nine stocks added.
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Allied Blenders and Distillers - RHP Updates & Thoughts on Valuation
Allied Blenders & Distillers (9844250Z IN) is looking to raise about US$180m in its upcoming India IPO. In this note, we talk about its RHP updates...
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Allied Blenders and Distillers Pre-IPO - Refiling Updates and Initial Thoughts on Valuation
Allied Blenders & Distillers (9844250Z IN) is looking to raise about US$180m in its upcoming India IPO. In this note, we share our initial thoughts...
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Novelis Pre-IPO - Leader in Most Categories, Although End Markets’ Aren’t Really Growing Much
Novelis Corporation (0620365D US)Â Novelis is looking to raise US$1.2bn in its upcoming US IPO. The firm is owned by Indian-listed Hindalco. The...
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