Modec Placement - Deal Seems a Little Opportunistic but Not Particularly Expensive
Books will be closing today (21st May 24) and pricing will be tomorrow (22nd May 24) at the earliest. The stock has fallen by around 15% since we...
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Metals Acquisition Ltd Secondary Listing - Too Much to Pay for a Single Asset
Metals Acquisition (MTAL US) is looking to raise up to A$300m (US$197m) through its ASX secondary listing. In this note, we talk about the deal...
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Asia Frontier Capital Travel Report: Pakistan
I had the opportunity in early October 2016 to attend a three-day fund manager conference organized by one of our Pakistani brokers in Lahore (one...
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Oil Marketing Sector – Major Beneficiary of Improved Macros
Investment Thesis: Oil marketing sector (OMCs) of Pakistan is set to benefit from strong sector dynamics and improving economic fundamentals. The...
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Top Industries for Investment as Pakistan Transitions to an Emerging Market
Pakistan's UpgradePakistan received its well deserved emerging market upgrade from MSCI last week, and valuation still remains below its historical...
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