Cosco Capital- A High Quality, Growing Retail Holding Company at 4.4 Times EBITDA & 0.77 Times Book
Cosco Capital is a retail holding company in the Philippines trading at 0.77 times book value and 4.4 times 2017 EBITDA despite owning 51.0% of...
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ShengSiong: The Neighbourhood Grocer for Value-Seeking Asians
The ShengSiong (SSG SP) group enjoys a unique position amongst modern food retailers in Singapore, with proximity to densely populated mass-market...
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Cosco Capital: Widening NAV Discount (More than 2 SD Below 5-Yr Average) Not Justified
Our stub valuation on Cosco Capital Inc (COSCO PM) suggests NAV discount of a whopping 57% (more than 2 SD below its 5-yr average). Further...
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BRIC Markets Lead EM Higher
BRIC markets are outperforming broad EM. The BRIC/EM ratio is rounding to two year highs. All four member countries are attractive for separate...
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The Week That Was in Asean@Smartkarma - Sweet Deals, Seaweeds and Shifting Patient Flows
In this week's ASEAN Weekly, I decided to fill in for the series as I suspect Angus Mackintosh is collecting good stories in J-town but got stuck...
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