Global Emerging Markets: Reporting Season Summary, 4Q2022
In this quarterly insight, we analyse recent GEM reporting trends with reference to Sales and EPS growth, size and percentage of positive...
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I-Tail Corporation IPO - Blowout 3Q22, Revised Earnings, Updated Thoughts on Valuation
I-Tail, an OEM in the wet pet food category, aims to raise around US$600m in its Thailand IPO. It is a subsidiary of Thai Union Group. In this...
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I-Tail Corporation Pre-IPO - Initial Thoughts on Valuation
I-Tail Corporation, an original equipment manufacturer (OEM) in the wet pet food category, aims to list in Thailand in 4Q22. ITC is a subsidiary of...
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The Stocks to Own in Thailand – Vol. 38
We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology. Since its inception, it has gained 108% versus the...
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EM Funds Raise ASEAN Allocations
Regional rebalance occurring among active EM funds. Out of EMEA and the major Asian nations and in to ASEAN, MENA and South America.
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