APAC IPOs & Placements

Zhen Zhou, Toh

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

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Equity Bottom-Up

<a href="https://www.smartkarma.com/entities/13890" target="_blank" data-smartkarma-citation="entities:13890:1">Puregold Price Club Inc (PGOLD PM)</a> 's share price has been rallying for the past 3 months, while <a href="https://www.smartkarma.com/entities/10665" target="_blank" data-smartkarma-citation="entities:10665:1">Cosco Capital Inc (COSCO PM)</a>  has stayed fairly flat, leaving the company's discount to NAV to continue widening at record levels.In this insight, we analyze the holdco primarily on these five factors:<ol><li>What's on Offer</li><li>Reasons for Dislocation</li><li>Statistics and Set-up</li><li>Catalysts</li><li>Potential Risks</li></ol>

Puregold Price Club Inc (PGOLD PM) 's share price has been rallying for the past 3 months, while Cosco Capital Inc (COSCO PM)  has stayed fairly flat, leaving the company's discount to NAV to continue widening at record levels.In this insight, we analyze the holdco primarily on these five factors:What's on OfferReasons for DislocationStatistics and Set-upCatalystsPotential Risks

Co-founder & Managing Director, Marketnomix 

Rajan Govil

Co-founder & Managing Director

Marketnomix 

Macroeconomics

Philippines imports came in stronger than expected rising 11.7% y-o-y in March compared to a 5.6% y-o-y decline in February. Exports data which had been released a few weeks ago had seen a decline of 15.1% y-o-y in March compared to a fall of 4.5% y-o-y in February. The trade balance in March recorded a wider deficit of USD 1.746bn compared to a deficit of USD 1.104bn in February.On a 3-month moving average basis, non-oil imports increased around 10.8% y-o-y compared to an increase of 11.4%…

Philippines imports came in stronger than expected rising 11.7% y-o-y in March compared to a 5.6% y-o-y decline in February. Exports data which had been released a few weeks ago had seen a decline of 15.1% y-o-y in March compared to a fall of 4.5% y-o-y in February. The trade balance in March recorded a wider deficit of USD 1.746bn compared to a deficit of USD 1.104bn in February.On a 3-month moving average basis, non-oil imports increased around 10.8% y-o-y compared to an increase of 11.4%…

Philippines: Strong Domestic Demand Reflected in Rising Imports Data

Philippines

Cosco Capital, Inc. operates as a retail holding company. The Company owns a diverse portfolio of real estate holdings that includes retail outlets, pharmacy chains, restaurants, wine and liquor distribution businesses, and unibanks. Cosco Capital focuses on the retail, real estate, liquor distribution and oil and mineral exploration industries in the Philippines.

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Cosco Capital (COSCO PM)

Cosco Capital Is Cheaper than Ever

Puregold Price Club Inc (PGOLD PM) 's share price has been rallying for the past 3 months, while Cosco Capital Inc (COSCO PM) has stayed fairly...

Zhen Zhou, Toh

Philippines: Strong Domestic Demand Reflected in Rising Imports Data

Philippines imports came in stronger than expected rising 11.7% y-o-y in March compared to a 5.6% y-o-y decline in February. Exports data which had...

Rajan Govil

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