Primer: Metro Pacific Investments Co (MPI PM) - Apr 2026
Metro Pacific Investments Corp. (MPI) is a premier Philippine infrastructure holding company with a portfolio of high-quality, essential...
120 Views
First Pacific (142 HK): Even More Value In The Stub
First Pac's NAV discount has narrowed, and trading around multi-year lows. There is clear value in the NAV. And trading volume is up. But absent a...
619 Views
PCOMP Index Rebalance Preview: MPI Delisting Could See Bloomberry Added
Following the tender offer, MPI's public float will drop to 2.78% and the last trading day is expected to be 26 Sep. Bloomberry Resorts could be...
1k Views
The Week That Was in ASEAN@Smarkarma - Sea Ltd & TikTok's Trouble, Astra Building EVs, and AKRA.
The Past week saw insights on Sea (SE US), Astra International (ASII IJ), AKR Corporindo (AKRA IJ), VNG (VinaGame) (VNG US) IPO, and Metro Pacific...
648 Views
The Week That Was in ASEAN@Smartkarma - Bukalapak's Specialty, ASSA & Logistics, and Indosat
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
562 Views