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...
552 Views
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...
514 Views
TRADE IDEA -Â First Pacific (142 HK) Stub: Assets Sales Pave the Way to a Narrower Discount to NAV
In my original insight on December 5, 2018 TRADE IDEA - First Pacific Stub (142 HK): Taming the Beast, I proposed setting up a stub trade to profit...
695 Views
FGEN (FGEN PM): New Contract with Meralco to Support Cash Flow
Low correlation to the Thai market, low correlation with Western stock markets, and cheap on a PE basis relative to its sector Stable cash flow...
951 Views
MER (MER PM): Solid Fundamentals at No. 1 Philippine Power Producer
Low correlation with Western stock markets, low correlation to the Philippines market, and more attractive to analysts relative to its sector New...
551 Views