Tsingtao Placement - Ending the Selldowns with the Biggest One so Far
Fosun aims to raise around US$527m via selling a 3.5% stake in Tsingtao. We have covered three other selldowns by Fosun before.
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The Week That Was in ASEAN@Smartkarma - Philippines Election,Thai Bev, and XL Axiata
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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ECM Weekly (15th May 22) - LIC, ThaiBev, Delhivery, One Store, Yunkang, VistaREIT, Ngern Tid Lor
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
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ThaiBev BeerCo 2022 Pre-IPO - Peer Comp and Thoughts on Valuation
Thai Beverage recently announced that BeerCo will resume its Proposed Spin-off Listing. In this note, we talk about peer comparison and look at...
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Thailand Reopening: Tourist Traffic Increase Beneficiaries
Chinese zero COVID policy dampens the growth and recovery story, but the travel recovery in South East Asia in Thailand is favored as a holiday...
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