The Week That Was in ASEAN@Smartkarma - Cisarua Mountain Dairy, Sumber Alfaria Trijaya, and DBS Bank
The past week saw insights on Cisarua Mountain Dairy (CMRY IJ), Sumber Alfaria Trijaya (AMRT IJ), Ace Hardware Indonesia (ACES IJ), Boustead...
378 Views
Golden Eagle Energy: Share Sale Done. MTO Price Bumped
The MTO has been revised up to IDR 1305.50. Trading at a gross/annualised spread of 4.4%/16.5%. Get involved if smallish, relatively illiquid arbs,...
588 Views
Golden Eagle Energy: Last Day To Buy Cum-Divvie
This is a pretty clean arb trade. Plus you get the dividend in a little over a week. Regulatory approval will not be an issue. Trading at a gross...
520 Views
The Week That Was in ASEAN@Smartkarma - Bank Negara Indonesia, XL Axiata Leading Data, and VNG.
The past week saw insights on Bank Negara Indonesia, XL Axiata, Golden Energy & Resources , and VNG (VinaGame) IPO, a macro insight on Singapore,...
442 Views
XL Axiata (EXCL IJ) - Linked Up for Future Growth
XL Axiata remains the purest data player in Indonesia, with convergence set to the the next driver, boosted by LinkNet synergies. Valuations...
645 Views