ThaiBev’s BeerCo IPO: What's It Worth?
The target raise by offering 20% of BeerCo's issued shares points to a valuation of US$4.0-5.0 billion. Our first-look valuation analysis suggests...
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CDC Ends Public Transportation Mask Mandate & Will the World Follow Shanghai or Vice Versa?
The CDC lifting the mask mandate is a key catalyst and other major countries are likely to follow the US in the coming months.
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End of Nearly All Social Distancing Measures in Korea & How My Views of Mask Wearing Has Changed
Starting Monday, 18 April, South Korea will lift almost all social distancing measures after nearly two years. The pandemic to endemic reopening...
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NPS Raises Domestic Equity Allocations
NPS increased the strategic asset allocation (SAA) limit for domestic equities from the current 2% to 3%. As a result of this change, the sale of...
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Korean Consumers’ Boycott of Japanese Products and Travel to Japan in October
It has been more than four months since the political conflict between Japan and South Korea has erupted. In this report, we provide an update on...
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