Co-founder & Managing Director, Marketnomix 

Rajan Govil

Co-founder & Managing Director

Marketnomix 

Macroeconomics

<p>Philippines imports came in stronger than expected rising 11.7% y-o-y in March compared to a 5.6% y-o-y decline in February. Exports data which had been released a few weeks ago had seen a decline of 15.1% y-o-y in March compared to a fall of 4.5% y-o-y in February. The trade balance in March recorded a wider deficit of USD 1.746bn compared to a deficit of USD 1.104bn in February.</p><p>On a 3-month moving average basis, non-oil imports increased around 10.8% y-o-y compared to an increase of 11.4%…</p>

Philippines imports came in stronger than expected rising 11.7% y-o-y in March compared to a 5.6% y-o-y decline in February. Exports data which had been released a few weeks ago had seen a decline of 15.1% y-o-y in March compared to a fall of 4.5% y-o-y in February. The trade balance in March recorded a wider deficit of USD 1.746bn compared to a deficit of USD 1.104bn in February.On a 3-month moving average basis, non-oil imports increased around 10.8% y-o-y compared to an increase of 11.4%…

Philippines: Strong Domestic Demand Reflected in Rising Imports Data

Head of Research, IPOs & Placements, Aequitas Research

Sumeet Singh

Head of Research, IPOs & Placements

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

Equity Capital Markets

JG Summit Holdings / Equity Capital Markets

<p>Mr. John L. Gokongwei, plans to raise US$210 by selling 1.6% of the company at 6-10% discount to last close.</p><p>The deal scores well on our framework given its trackrecord and strong earnings and price momentum. However, the company is trading close to its all-time highs and seem to be at a premium to NAV, even as its largest subsidiary's shares haven't been performing as well. </p><h2>Placement specifics</h2><ul>
<li>Company Name: JG Summit Holdings Inc</li>
<li>Ticker: JGS PM Equity</li>
<li>Deal type - Accelerated Secondary Sell-down</li>
<li>…</li>
</ul>

Mr. John L. Gokongwei, plans to raise US$210 by selling 1.6% of the company at 6-10% discount to last close.The deal scores well on our framework given its trackrecord and strong earnings and price momentum. However, the company is trading close to its all-time highs and seem to be at a premium to NAV, even as its largest subsidiary's shares haven't been performing as well. Placement specifics
Company Name: JG Summit Holdings Inc
Ticker: JGS PM Equity
Deal type - Accelerated Secondary Sell-down
…


Philippines

Universal Robina Corporation manufactures, markets, and distributes branded consumer foods. The Company's products include hogs and poultry farming, animal feeds, corn products, and animal health products.

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Universal Robina (URC PM)

Philippines: Strong Domestic Demand Reflected in Rising Imports Data

Philippines imports came in stronger than expected rising 11.7% y-o-y in March compared to a 5.6% y-o-y decline in February. Exports data which had...

Rajan Govil

JG Summit - Trading at a Premium to NAV

Mr. John L. Gokongwei, plans to raise US$210 by selling 1.6% of the company at 6-10% discount to last close.The deal scores well on our framework...

Sumeet Singh

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