The Week That Was in ASEAN@Smartkarma - Berli Jucker's Big C, Matahari Department Store, and BREN
The past week saw insights on Berli Jucker (BJC TB), Matahari Department Store (LPPF IJ), Sermsuk PCL (SSC TB), Barito Renewables Energy (BREN IJ),...
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Pre-IPO Foundation Healthcare - The IPO Pricing Is Reasonable
UBS’ share stabilization termination indicates the disappearance of "policy bottom". FHH's current valuation is 19.5x PE, lower than Raffles...
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The Stocks to Own in ASEAN – Vol. 41
We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology. Portfolio changes: Six stocks remain, eight stocks added.
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Aequitas: Manipal Health IPO Trading - Lukewarm Demand
Manipal Health Enterprises (MHEL) raised around US$960m in its India IPO. In this note, we talk about the trading dynamics.
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The Stocks to Own in ASEAN – Vol. 40
We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology. Portfolio changes: Six stocks remain, and eight stocks...
355 Views