PCOMP Index Rebalance Preview Aug 22: One Set of Potential Changes
We expect SCC PM to be added to the PCOMP Index at the August rebalance replacing SECB PM. Historically, the adds outperform the deletes and there...
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Okada Manila: Transformation to a Public Company Finally in View: 1Q22 Results Auger Bullish Debut
Okada Manila, subject of continuing disputes between former Chairman Okada and the Universal board have been resolved. A Space deal priced at $10...
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Bloomberry Resorts: Recovery Cycle Has Arrived for This Manila-Based Casino Hotel
Bloomberry Resorts, Philippines traded casino operator has shown an upside in its 4Q21 and total 2021 results in terms of rising momentum in...
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PCOMP Index Rebalance: EMP, MONDE Could Pop; BLOOM, RRHI Could Drop
Emperador and Monde Nissin will replace Bloomberry Resorts and Robinson Retail in the PCOMP after the close on 11 February. Only 5 days to...
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The Week That Was in ASEAN@Smartkarma - Bukalapak's Bank, Thailand Debt Restructurer, and Sea Ltd
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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