Thai Beverage (THBEV): Weak Quarter Ahead
Q2 2021 result brought some optimism especially when the management displayed cost savings ability but the spirits and beer outlook remain soft as...
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Monde Nissin IPO - Might Not Be a High Flyer but Worth the Ride, Quorn Tastes Good
Monde Nissin aims to raise around US$1bn in its Philippines IPO. It has two main businesses: Food and Beverage, which sells instant noodles, and...
359 Views
The Week That Was in ASEAN@Smartkarma - Bank Mandiri, Monde Nissin IPO, and Singapore's Free Press
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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Monde Nissin IPO: Valuation Insights
Monde Nissin has announced its final IPO price of PHP13.50 to raise gross proceeds of $1 billion. Our valuation analysis suggests that the IPO...
466 Views
Monde Nissin Pre-IPO - Not Cheap but Sensible
Monde Nissin aims to raise around US$1bn in its Philippines IPO. It has two main businesses: Branded Food and Beverage Business, which sells...
438 Views