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.
358 Views
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.
519 Views
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...
402 Views
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.
992 Views
Maynilad Water Services Pre-IPO - The Negatives - Growth Hasn’t Always Been as Strong
Maynilad Water Services (MYNLD PH) (MWS) is looking to raise at least US$633m in its upcoming Philippines IPO. In this note, we talk about the not...
621 Views