PCOMP Index Rebalance Preview: Inclusion Fairly Certain; Deletion Undecided
We see ACEN being included and EMP being deleted from the PCOMP at the August rebalance. Inclusions have historically performed well while the...
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The Week that Was in ASEAN@Smartkarma - Monetary Policy, Building Materials, and Department Stores
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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What Does the Acquisition of Liquigaz Mean for Pryce Corporation?
On Oct 19, Cosco Capital (COSCO PM) announced that it had entered an SPA with an unknown party to divest its holding in Liquigaz for an estimated...
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SMC (SMC PM): Follow-On Offering to Raise up to US$2.7bn
Low earnings expectation, high earnings quality, and low volatility in sales relative to its sector Follow-on offering in San Miguel Food and...
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Inaugural Dividend Is a Harbinger of Things to Come
On Friday 22/12 Pryce Corp declared their first dividend since 1995, prior to the Asian Financial Crisis and subsequently entering rehabilitation....
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