Hongjiu Fruit IPO: A Bitter Fruit
The fundamentals are uninspiring as it is delivering profitable growth with a heavy cash burn. Investors can likely avoid a bitter aftertaste by...
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Wickhams Hill Research | Under-The-Radar Issue 3
The new third Philippine telco Ditto Telecom (DITO PM) is added to our list of fallen angels, down more than 60% from its March high.
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The Week That Was in ASEAN@Smartkarma - Online Groceries, BCA's Consumers, and Astra's Recovery
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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ECM Weekly (1st August 2021) - Cloud Village, Li Auto HK, Asymchem, Acotec, Devyani, Del Monte PH
Aequitas Research puts out a weekly update on the deals that have been covered by the team recently along with updates for upcoming IPOs.
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Del Monte Pacific HoldCo Trade Update - A Better Play for Del Monte PH IPO
We think that the better way to trade the IPO is to buy DMPL. And even though liquidity isn’t great, there is still potential upside to be realized...
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