PCOMP Index Rebalance Preview: Inclusion Fairly Certain; Deletion Undecided
We see ACEN being included and EMP being deleted from the PCOMP at the August rebalance. Inclusions have historically performed well while the...
691 Views
PSEi Index Rebalance Preview: Follow-On Offering Could See ACEN Added, DMC Deleted
AC Energy could be added to the PCOMP Index due to its upcoming follow-on offering. DMCI could be deleted. Inclusions have historically...
795 Views
San Miguel Re-IPO Valuation - Decent Upside from the Low-End of the Price Range
San Miguel (SMC PM) looking to sell 523m (including 174.3m upsize option) San Miguel Food and Beverage (FB PM)'s shares with a 15% over-allotment...
671 Views
Quo Vadis, PHP?
August inflation print of 6.4%YoY demanded a lower PHP to recover competitiveness but not by as much as 54. We estimate 53.77 as the ideal PHP...
411 Views
Smartkarma: ECM Coverage Weekly Update (30 June 2018)
The Smartkarma ECM Team puts out a weekly update on the deals we have covered recently, along with updates for upcoming IPOs. This week has been...
532 Views