Del Monte Philippines IPO: Valuation First-Look
DMPI is pre-marketing for an IPO to raise up to $0.9 billion at the maximum offer price of PHP54.80. In this note, we present our forecasts and...
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CrossASEAN Indonesian Strategy - Peaks and Troughs
Indonesia has extended its PPKN mobility measures until the end of July but we are starting to see some positive signs pointing to a peak in cases....
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The Week That Was in ASEAN@Smartkarma - Indonesia's Peak, Mayora Indah, and IPOs
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
182 Views
Mayora Indah (MYOR IJ) - Lovely Biscuits
Mayora Indah (MYOR IJ) is one of the best quality consumer companies in Indonesia leading in categories such as biscuits, candies, cereal, and...
289 Views
The Week That Was in ASEAN@Smartkarma - Vaccinated Tourism, Indonesian Retail, and COVID-19 Spike
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
130 Views