Mynt (GCASH PM): No Quick Index Inclusion to Absorb Float
GCash (Mynt) seeks to raise up to US$972m by selling shares at ₱6.6 each, valuing the company at US$7bn. No immediate index inclusions to absorb...
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PCOMP Index Rebalance Preview: One Set of Changes as PLUS Runs Away
DigiPlus Interactive could replace Bloomberry Resorts in the PCOMP in August. There will also be selling in BLOOM at the close on 30 May. PLUS is...
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Overview #15 – Who's Afraid of the USD?
A review of recent events/data impacting our investment themes and outlook. We takea quick tour around China, India and Japan
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The Week That Was in ASEAN@Smartkarma - Sea Ltd & TikTok, Prodia, and Matahari Department Store
The past week saw insights on Sea Ltd, Prodia, Kalbe Farma, Matahari Department Store, Mitra Keluarga, Delta Electronics Thailand and Pakuwon Jati,...
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Travel notes: Manila
I spent the past few days in Manila, the capital of the Philippines. Since Southeast Asia’s borders opened up in 2022, it’s become easier to travel...
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