The Stocks to Own in ASEAN – Vol. 40
We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology. Portfolio changes: Six stocks remain, and eight stocks...
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Manila Electric Block - Selldown by One of the Largest Shareholders
JG Summit Holdings (JGS PM) aims to raise around US$185m via selling 2.5% of Manila Electric Company (MER PM) (Meralco) via a block trade.
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Cisarua Mountain Dairy (Cimory) IPO - The Negatives - Losing Market Share, Margin Sustainability
PT Cisarua Mountain Dairy (CMD), a producer of dairy and consumer foods, aims to raise up to US$263m in its Indonesian IPO.
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MREIT IPO Trading - Heading Lower
MREIT, sponsored by Megaworld, raised around US$300m in its Philippines listing. In this note, we will talk about the updates since our IPO note.
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MREIT IPO - Needs to Be Priced a Whole Lot Lower
MREIT, sponsored by Megaworld, aims to raise up to US$475m in its Philippines listing. It will be a 100% secondary shares offering.
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