SM Investments (SM PM): Retail Income Now Exceeds Pre-Covid Levels
SMIC is benefitting from increased economic activity and buoyant consumer sentiment. Go outright long or hedge out SM Prime and BDO, in which the...
354 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...
567 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...
330 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...
255 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...
352 Views