Cosco Capital (COSCO PM) Q3 2018 Results Review
After accounting for the Liquigaz, the market values Cosco Capital (COSCO PM) at an EV/EBITDA of 4.3 times, a price to book of 0.77 times, and a...
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The Week that Was in ASEAN@Smartkarma - Two Tightenings, Pure Gold, and Lippo Group Opportunities?
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
319 Views
DEEP DIVE: The Golden Opportunity of PureGold
Puregold Price Club (PGOLD PM) is the second largest grocery retailer in the Philippines with over 20 years of history. The company has...
616 Views
Cosco Capital- A High Quality, Growing Retail Holding Company at 4.4 Times EBITDA & 0.77 Times Book
Cosco Capital is a retail holding company in the Philippines trading at 0.77 times book value and 4.4 times 2017 EBITDA despite owning 51.0% of...
342 Views
ShengSiong: The Neighbourhood Grocer for Value-Seeking Asians
The ShengSiong (SSG SP) group enjoys a unique position amongst modern food retailers in Singapore, with proximity to densely populated mass-market...
1.9k Views