StubWorld: Ayala Corp Under Pressure As Govt Probes Contracts
This week in StubWorld ... Ayala Corporation (AC PM) trades around its one-year low discount to NAV as the Duterte administration steps up its...
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Metro Pacific Hospitals Pre-IPO Review - Early Thoughts on Valuation
Metro Pacific Hospital Holdings Inc (HOSP PM) (MPHHI) is looking to raise about US$1.5bn in its upcoming Philippines IPO. We have previously looked...
697 Views
Metro Pacific Hospitals Pre-IPO Review - A Closer Look at Acquisitions and Investments
Metro Pacific Hospital Holdings Inc (HOSP PM) (MPHHI) is looking to raise about US$1.5bn in its upcoming Philippines IPO. We shared our initial...
954 Views
Metro Pacific Hospitals Pre-IPO Review - Largest Private Hospital Group in the Philippines
Metro Pacific Hospital Holdings Inc (HOSP PM) (MPHHI) is looking to raise about US$1.5bn in its upcoming Philippines IPO. MPHHI is the largest...
1k Views
TRADE IDEA - First Pacific Stub (142 HK): Round Two with Catalysts
At the end of May, I closed my trade on First Pacific Co (142 HK) ​ with a 5.33% return on gross notional over roughly six months, equating to...
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