The Week That Was in ASEAN@Smartkafarma - Medikaloka Hermina, Avian Paints, and Vinfast
The past week saw insights on Medikaloka Hermina (HEAL IJ), PT Avia Avian (AVIA IJ), Vinfast (VFS US), CP FOODS (CPF TB), and Johor Plantations IPO.
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Japfa (JAP SP): Impressive Gain. But No Firm Offer
Quite an impressive share price gain without anything substantive to hang your hat on. I would not chase it here. I'd only get involved if there...
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Japfa (JAP SP): Evaluating a Potential Privatisation
An attractive takeover premium would be required, irrespective of the offer structure. Funding could be an issue due to the high current leverage.
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Weekly Wrap - 19 Jan 2024
Lucror Analytics Weekly Wraps provide an overview of all Morning Views comments and reports published by our analyst team in the past week, and...
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Weekly Wrap - 12 Jan 2024
Lucror Analytics Weekly Wraps provide an overview of all Morning Views comments and reports published by our analyst team in the past week, and...
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