ENTITY
San Miguel

San Miguel (SMC PM)

83
Analysis
Industrials • Philippines
San Miguel Corporation operates food, beverage, packaging, power, fuel and oil, infrastructure and telecommunications businesses. The Company produces beverages, poultry, animal feed, meat, flour, dairy products, and glass and plastic packaging; generates electricity; refines and markets petroleum products; builds infrastructure; and provides telecommunications services.
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bullish•Holcim Philippines
•24 Sep 2019 11:59

Is San Miguel Signalling Approval?

Contrary to the reading of a media report and the headline of an article of an event-driven competitor, the Philippine Competition Commission (PCC)...

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bullish•Cross Asset Strategy
•16 Sep 2019 17:19

The Week that Was in ASEAN@Smartkarma - Vietnam, Hospitals, and Home Decor

This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...

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bearish•Holcim Philippines
•10 Sep 2019 03:06

Holcim/San Miguel's Phase II Review And The Rebuttable Presumption

Back in June, San Miguel (SMC PM) ​and Holcim Philippines (HLCM PM) entered into a SPA whereby SMC would acquire an 85.73% stake in HLCM. The...

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•18 Jul 2019 02:32

Quiddity Philippines M&A Guide 2019

This is part of a series of M&A guides that our Quiddity* team (see our profiles or the footnote below) is publishing to aid investors in...

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•08 Jul 2019 10:06

Budweiser Brewing APAC IPO - Valuation Corrigendum, Index Inclusion Timeline and Quick Take on M&A

Budweiser Brewing Company APAC (1876 HK) (ABIAPAC) is looking to raise up to US$9.8bn in its Hong Kong IPO. I've covered the background and...

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