Weekly Deals Digest (20 Nov) - OZ Minerals, Pendal, Nearmap, Halcyon, Yashili, I-Tail, Lygend
Last week, notable developments occurred in Event-Driven (Nearmap, Nitro, OZ Minerals. Perpetual, Pendal, ReadyTech, Lifestyle, Yashili, Halcyon,...
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I-Tail Corporation IPO: Valuation Insights
I-Tail is attractively valued at the IPO price range of THB30-32 per share. We would participate. Pricing will be announced on 28 November.
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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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The Week that Was in ASEAN@Smartkarma - Diagnosed with Prodia, ITail, and Jardine C&C
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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I-Tail Corporation IPO: A Strong 3Q Results Update
In this note, we look at the 9M22 results. The results highlight that i-Tail is in rude health with accelerating growth, healthy margins, cash...
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