Indofood (ICBP): Undervalued and Will Attract New Types of Investors
Devi Subhakesan mentioned in her report in Indofood CBP (ICBP IJ): US$ 3Bn Acqsn. Of Affiliate - Dizzy Valuation, Earnings Dilution that the deal...
593 Views
PCC Concludes Merger-To-Monopoly In Holcim/San Miguel Tie-Up
Back on the 9 May last year, San Miguel (SMC PM) ​and LafargeHolcim Ltd (LHN SW) entered into a share purchase agreement whereby SMC (via...
518 Views
AllHome IPO: Broader Appeal at the Low-End
AllHome (AHM PM) claims to have pioneered the “one-stop-shop” home improvement retailer in the Philippines. AllHome has announced its IPO price...
929 Views
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...
693 Views
Global Equity Strategy: Bearish-Leaning Developments Continue; Europe/UK Holding Above Support.
We remain cautious as the number of bearish-leaning developments continue to pile up. As a result we continue to believe global equities are...
475 Views