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...
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The Week That Was in ASEAN@Smartkarma - BNI Is Happening, Indonesian Hospitals, and the PSE
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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A Quick Run Through Technology & The Business Model of Monde Nissin’s Alternative Meat Brand "Quorn"
One of the mains reasons why we are positive about the Monde Nissin IPO is its exposure to the fast-growing meat alternatives market through "Quorn".
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Monde Nissin Pre-IPO - Thoughts on Valuation
Monde Nissin (MNC), a food manufacturer in the Philippines, aims to raise around US$1bn in its Philippines IPO. In this note we talk about earnings...
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Monde Nissin IPO Valuation: Offered at a Decent Discount
Monde Nissin is reasonably priced and has a cash cow with stable earnings growth guaranteeing dividends and sufficient cash flows to facilitate...
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