ASEAN Builder's Scoop (20Jun22) - Another Record Coffee Shop Deal
Shophouse transactions remain hot this year; AREIT various headwinds and tailwinds; Phils tourism share grew in FY21; DUTI pays whole 2021 profit...
229 Views
Synergy Grid & Development Re-IPO - Deal Background and Positives
Synergy Grid & Development Phils (SGP) aims to raise up to US$350m in its Philippines (Phil) IPO. SGP indirectly controls over 60% of National...
385 Views
Philippine Stock Exchange (PSE PM) - Thriving on Retailers and IPOs
The Philippine Stock Exchange (PSE PM) continues to look undervalued relative to other listed regional exchanges with a strong IPO and placement...
183 Views
The Week That Was in ASEAN@Smartkarma - Indonesia's Wave, Del Monte, and Grab's Alliances
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
116 Views
2GO Group (2GO PH): SMIC's MGO
Currently trading 5% through terms - adjusted for selling fees. Nothing to be done here otherwise, unless you have a strong opinion on the back...
194 Views