Dynasty Ceramic Pub (DCC TB) - Tiling Thailand with Large and Small
Dynasty Ceramic Pub (DCC TB) is a high-quality play on the economic recovery in Thailand, with a good governance reputation. Valuations look...
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MR D.I.Y. Group (MRDIY MK) - Unique in Malaysia
MR D.I.Y. has a unique market position and strong brand in Malaysia, and Brunei and generates much higher ROEs than its regional peers hence...
955 Views
CTOS Digital Lock-Up Expiry:High Chance of Slow Motion Creador Exit but There Should Be Ample Buyers
CTOS Digital (CTOS) raised around US$291m in its Malaysian IPO in Jul 2021. It is majority owned by Creador, a PE firm. In this note, we talk about...
509 Views
Chervon Holdings Pre-IPO - The Negatives - Patchy Disclosures Including About Its Largest Customers
Chervon Holdings Limited (CHL) plans to raise around US$500m in its Hong Kong IPO. In this note, we look at the not so pleasant aspects.
551 Views
MR DIY Placement - Has Done Exceptionally Well Since Listing
Creador plans to raise around US$140m via selling 2.4% of MR DIY. The stock has done exceptionally well since its listing.
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