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
QL Resources (QL): Take Profit?
Assuming all 300 stores are opened and profitable, the company's forward PER is around 25-45x;Â higher than the regional peers' average valuation...
394 Views
Central Retail Corp IPO: Valuation Palatable at the Low-End
Central Retail (CRC TB), the retail arm of Central Group, is the leading multi-format, multi-category retailing platform in Thailand, Italy and...
780 Views
AllHome IPO: Broader Appeal at the Low-End
AllHome (AHM PM) claims to have pioneered the “one-stop-shop” home improvement retailer in the Philippines. AllHome has announced its IPO price...
990 Views
Robinsons Retail Holdings - Fintechs Fuel The Philippines' Consumption (Part 2)
High inflation tampered growth for private consumption in the Philippines' in the last two quarters of 2018, but moderating price increases and...
789 Views