Novelis Pre-IPO - Leader in Most Categories, Although End Markets’ Aren’t Really Growing Much
Novelis Corporation (0620365D US) Novelis is looking to raise US$1.2bn in its upcoming US IPO. The firm is owned by Indian-listed Hindalco. The...
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Asia Small-Cap: Top Movers, Buybacks and Insider Dealing - Jan'18
This is the first instalment of Wickhams Hill’s monthly note covering the performance of small-cap markets across ASEAN and Hong Kong. While...
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ASEAN Small-Micro Cap – Winners, Losers and Opportunities for 2018
If there’s one thing we bottom-up small-cap investors do poorly versus our large-cap mutual- and hedge-fund counterparts is overall market...
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Cosco Capital - Unlisted Operating Assets Remain Under-Appreciated
Cosco Capital Inc (COSCO PM) was at its record discount to NAV when we first wrote on it mid-2016. Discount to NAV has since then narrowed, but it...
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Philippines: Strong Domestic Demand Reflected in Rising Imports Data
Philippines imports came in stronger than expected rising 11.7% y-o-y in March compared to a 5.6% y-o-y decline in February. Exports data which had...
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