Harita Nickel IPO - The Negatives - Reliant on JVs and with Lygend Group. Market Is About to Shift
PT Trimegah Bangun Persada Tbk (Harita Nickel) (2230010D IJ) is looking to raise about US$650m in its Indonesian IPO. In this note, we will talk...
568 Views
Harita Nickel IPO - The Positives - Earnings Staged a Recovery in Recent Periods
PT Trimegah Bangun Persada Tbk (Harita Nickel) (2230010D IJ) is looking to raise about US$650m in its Indonesian IPO. In this note, we will talk...
450 Views
The Week That Was in ASEAN@Smartkarma - Grab's Moving Fast, Kalbe Farma Innovates, and SATS Rights
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
272 Views
Bank Rakyat Indonesia (BBRI IJ) - Positive Vibes on Micro Growth and Reach
Bank Rakyat will drive growth through MSME lending, which now makes up 82.5% of loans, with micro and ultra-micro having significant upsides....
369 Views
Pertamina Geothermal Energy IPO - Thoughts on Valuation
Pertamina Geothermal Energy is looking to raise around US$650m in its upcoming Indonesia IPO. In this note, we talk about valuations.
518 Views