The Week That Was in ASEAN@Smartkarma - Indonesian Healthcare, Bank Credit Costs, and Three Big IPOs
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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GT Capital Holdings (GTCAP PM) - A Philippines Recovery Prospect
GT Capital provides high-quality, yet high beta exposure to the Philippines recovery though banking, autos, utilities, and property
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StubWorld: Melco Steps Back From Crown; Ayala Hands Over Control Of Manila Water
This week in StubWorld ... Melco International Development (200 HK)'s 54.88% subsidiary Melco Resorts & Entertainment (MLCO US) announced it...
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StubWorld: Ayala Corp Under Pressure As Govt Probes Contracts
This week in StubWorld ... Ayala Corporation (AC PM) trades around its one-year low discount to NAV as the Duterte administration steps up its...
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Metro Pacific Hospitals Pre-IPO Review - Early Thoughts on Valuation
Metro Pacific Hospital Holdings Inc (HOSP PM) (MPHHI) is looking to raise about US$1.5bn in its upcoming Philippines IPO. We have previously looked...
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