Farm Fresh IPO Trading - Solid Subscription, Should Come in at a Premium to Domestic Peers
Farm Fresh Berhad (FF MY) raised around US$239m in its Malaysia IPO. In our view, the firm’s stronger margins and better growth potential warrants...
336 Views
GoTo Pre-IPO - Quick Take on US$1bn+ Domestic Listing
GoTo aims to raise around US$1.25bn from a local listing, which will mainly be targeted at domestic investors. The company has filed its prospectus...
361 Views
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...
1k Views
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...
326 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...
208 Views