Heineken Malaysia (HEIM): Brewing
Revenue bounced to pre-COVID level due to the management's expertise in navigating the difficult period during the lockdown, the company will...
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Cisarua Mountain Dairy (Cimory) IPO - Giving It the Benefit of Margin Doubts
PT Cisarua Mountain Dairy (CMD), a producer of dairy and consumer foods, aims to raise up to US$263m in its Indonesian IPO.
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The Stocks to Own in ASEAN – Vol. 46
We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology. Since its inception, the portfolio has generated a before...
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Mankind Pharma Pre-IPO - The Positives - Diverse Portfolio with Steady past Performance
Mankind Pharma is looking to raise about US$1bn in its upcoming India IPO. In this note, we talk about the positive aspects of the deal.
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I-Tail Corporation IPO - Blowout 3Q22, Revised Earnings, Updated Thoughts on Valuation
I-Tail, an OEM in the wet pet food category, aims to raise around US$600m in its Thailand IPO. It is a subsidiary of Thai Union Group. In this...
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