Yum China: A Quick Run Through Fundamentals Before the Secondary Listing
Yum China Holdings, Inc (YUMC US)Â operates world-famous restaurant brands such as KFC, Pizza Hut, Taco Bell and Lavazza and other brands such as...
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Global Equity Strategy: Bullish Outlook Intact
The MSCI ACWI index (USD) is breaking out to all-time highs while the MSCI EM index (local) is breaking above its prior highs from January. This is...
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Nongfu Spring Pre-IPO - PHIP Updates
Nongfu Spring (NON HK)Â is looking to raise up to US$1bn in its Hong Kong listing. The company is the market leader in packaged drinking water in...
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Huazhu HK Secondary Listing - Early Look - Needs the Cash More than Most Secondary Candidates
Huazhu Group (HTHT US) has filed confidentially for a US$1bn secondary listing in Hong Kong, as per media reports. In our earlier insight, China...
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The Week that Was in ASEAN@Smartkarma - Thailand's COVID, a Global Indofood, and a +ve for DBS
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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