Guzman IPO Lockup - Last of the Lockups for a US$750m+ Release
Guzman Y Gomez (GYG AU) raised around US$221m in its Australian IPO. Its final IPO linked lockup expiry is due soon. In this note we talk about its...
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Shortlist of High Conviction Philippines Equity Ideas - May 2025
We compile our selection of small and mid-cap names with desired characteristics of high dividend yields, value, and margin of safety and updates.
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Swiggy IPO Lockup - US$7.9bn Lockup Release
Swiggy (SWIGGY IN) raised around US$1.35bn in its India IPO in Nov 2024. The lockup on its pre-IPO investors is set to expire soon.
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The Week That Was in ASEAN@Smartkarma - ACES, Alfamart, and Shakey's Pizza
The past week saw insights on Aspirasi Hidup Indonesia (ACES IJ), Sumber Alfaria Trijaya (AMRT IJ), Shakey's Pizza (PIZZA PM), Spindex Industries...
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Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - April 2025
We compile our selection of small and mid-cap names with desired characteristics of high dividend yields, value, and margin of safety and updates.
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