Procter & Gamble - Set Your Expectations Right
Over the past few years Procter & Gamble has been outperforming its peers in the Home & Personal Care space. Sustainable improvements in...
Sea Ltd - Supercharged
Sea Ltd (SE US) is the best way to proxy for the explosive growth in e-commerce in South East Asia, funded by its gaming revenue, with its move...
Monde Nissin Pre-IPO - The Negatives - High Debt, Div Payments, Floundering MA
Monde Nissin (MNC), a food manufacturer in the Philippines, aims to raise around US$1bn in its Philippines IPO. In this note, we will talk about...
Cheerwin Group IPO: Trading Debut
Cheerwin priced its IPO at HK$9.20 and opened around -18% lower at HK$7.52 in the grey market. For investors with a longer-term horizon, we think...
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