Farm Fresh IPO - Not the Cheapest but Could Be Worth the Price
Farm Fresh Berhad (FF MY) is looking to raise US$239m in its Malaysia IPO. In this note, we will look at peers, assumptions, and share our thoughts...
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Farm Fresh Pre-IPO - Distribution Model Has Led to Strong Growth
Farm Fresh Berhad (FF MY) is looking to raise US$240m in its upcoming Malaysia IPO. The dairy group covers the entire value chain and has a total...
312 Views
The Week That Was in ASEAN@Smartkarma - Bukalapak's Storefront, Grab's MSCI Boost, and Unilever Indo
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
197 Views
Cisarua Mountain Dairy (Cimory) IPO: Trading Debut
Cimory priced its IPO at IDR3,080.00 per share. Our DCF value of IDR3,331.04 per share is an 8% upside to the IPO price. The IPO price is fair but...
334 Views
Cisarua Mountain Dairy (Cimory) IPO Trading - Appears to Be Nearly Fully Priced
PT Cisarua Mountain Dairy (CMD), a producer of dairy and consumer foods, raised around US$260m in its Indonesian IPO. In this we will talk about...
328 Views