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.
516 Views
ACE: Operations Are on Track but No Catalyst
We maintain our HOLD recommendation on ACE based on an unchanged target price of Bt3.73, implying an upside of 1% from the current price.
204 Views
ACE: Better Gross Margin but We Stay on HOLD
We maintain our HOLD recommendation on ACE based on a slightly increased target price of Bt3.73 (previously Bt3.49), implying an upside of 3% from...
350 Views
The Week that Was in ASEAN@Smartkarma - Let's Get Digital, BNI's Pains, and Diagnostic Labs
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
223 Views
ACE: Better Gross Margin but We Stay on HOLD
We maintain our HOLD recommendation on ACE based on our target price of Bt3.49, implying a downside of 6%. We think ACE deserves to trade at a...
182 Views