Archean Chemical Industries IPO - Outstanding Growth but Keep an Eye on Leverage
Archean Chemical Industries (0810406D IN) is looking to raise about US$176m in its India IPO. ACI has been growing in recent years. However, the...
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I-Tail Corporation Pre-IPO - Peer Comparison Update - Adding in Its Only Local Peer
I-Tail, an OEM in the wet pet food category, aims to raise around US$500m in its Thailand IPO. It is a subsidiary of Thai Union Group (TU TB) .
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The Week That Was in ASEAN@Smartkarma - Indonesia's FDI Surge, BCA, and Astra International
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
132 Views
I-Tail Corporation IPO: The Bear Case
The key elements of the bear case rest on its under-representation in the dog food category (largest pet food category), margins at or near the...
211 Views
I-Tail Corporation IPO: The Bull Case
The key elements of the bull case rest on strong top-line growth, market share gains, ambitious growth plans and the highest margin profile among...
340 Views