Asia Pac IPO & Placement Research, China biotech, Aequitas Research

Ke Yan, CFA, FRM

Asia Pac IPO & Placement Research, China biotech

Smartkarma

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<p>NagaCorp, the largest casino operator in Cambodia, is placing US$100m to fund its expansion. In this insight, we will look at the company's recent results, its growth prospects and score the deal in our Smartkarma ECM Framework.</p><h2>Placement Specifics</h2><ul>
<li>Company Name: NagaCorp Ltd</li>
<li>Ticker: 3918 HK Equity</li>
<li>Primary placement </li>
<li>Settlement date:5 Sep, 2016</li>
<li>Indicative deal price -HKD5.00-5.20</li>
<li>Last Traded Price: HKD5.49</li>
<li>Implied placing discount: 5.28-8.93%</li>
<li>Offer Size (m): ~USD103/HKD800</li>
<li>ADV (m): ~USD2.53/HKD19.65</li>
<li>This is…</li>
</ul>

NagaCorp, the largest casino operator in Cambodia, is placing US$100m to fund its expansion. In this insight, we will look at the company's recent results, its growth prospects and score the deal in our Smartkarma ECM Framework.Placement Specifics
Company Name: NagaCorp Ltd
Ticker: 3918 HK Equity
Primary placement 
Settlement date:5 Sep, 2016
Indicative deal price -HKD5.00-5.20
Last Traded Price: HKD5.49
Implied placing discount: 5.28-8.93%
Offer Size (m): ~USD103/HKD800
ADV (m): ~USD2.53/HKD19.65
This is…


NagaCorp Placement: Deal Expected, Track Records Speak

Macro Strategist, Saxo Capital Markets

Kay Van-Petersen

Macro Strategist

Saxo Capital Markets

Event-Driven

<ul><li>China comes back in today, whilst the US is off on Presidents Day. We also have a host of Fed speakers, plus in Draghi &amp; Olsen speaking in Europe</li><li>On the Central bank minutes side we’ll get one from the RBA, with everyone focusing on the FED minutes. Decision wise, it’s a light week with really only BoK &amp; BI due, with a 25bp cut expected on the latter</li><li>Reflagging our structural call on the gold/silver miners, which has been the epitome of timing with Gold up +13% since the call &amp; the miners up +30% to +55%</li><li>Also what are my latest thought on some INILs? Time to break out the value investing manual &amp; perhaps also start screening for some yield plays</li></ul>

China comes back in today, whilst the US is off on Presidents Day. We also have a host of Fed speakers, plus in Draghi &amp; Olsen speaking in EuropeOn the Central bank minutes side we’ll get one from the RBA, with everyone focusing on the FED minutes. Decision wise, it’s a light week with really only BoK &amp; BI due, with a 25bp cut expected on the latterReflagging our structural call on the gold/silver miners, which has been the epitome of timing with Gold up +13% since the call &amp; the miners up +30% to +55%Also what are my latest thought on some INILs? Time to break out the value investing manual &amp; perhaps also start screening for some yield plays

The Macro Take: +55% Returns on Gold, INILS, WK Ahead

Cambodia

NagaCorp Limited is a leisure and tourism company with casino operations in Phnom Penh, the capital city of Cambodia. The Company also offers hotel accommodation, manages food and beverage outlets, recreational facilities, entertainmentand retail operations.

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NagaCorp Ltd (3918 HK)

NagaCorp Placement: Deal Expected, Track Records Speak

NagaCorp, the largest casino operator in Cambodia, is placing US$100m to fund its expansion. In this insight, we will look at the company's recent...

Ke Yan, CFA, FRM

The Macro Take: +55% Returns on Gold, INILS, WK Ahead

China comes back in today, whilst the US is off on Presidents Day. We also have a host of Fed speakers, plus in Draghi & Olsen speaking in...

Kay Van-Petersen

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)