Monde Nissin: The Investment Case
The sentiment is weak due to the large impairment charges. The valuation is undemanding (SOTP valuation of PHP10.21) and will prove attractive to...
377 Views
PCOMP Index Rebalance Preview Feb 23: Updated Methodology to Drive Changes
A methodology change that increases the minimum free float from 15% to 20% could result in 3 changes to the index. The three constituents will need...
534 Views
Smartkarma Webinar | 2021 IPO Pipeline
On July 28, 5PM SGT, join us and Sumeet Singh, Head of IPOs & Placements for Aequitas Research, for an overview of 2021's IPO pipeline with an...
835 Views
The Week That Was in ASEAN@Smartkarma - SCMA's Reset, Metrodata, and Indocement's Alternative Edge.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
304 Views
Monde Nissin: High Steaks And Flexitarian Impairments
Monde is not "cheap". And Universal and Century have stronger forward top-line growth and superior yields. I can see Mode drifting lower to sideways.
551 Views