EM Equity Strategy: Indonesia Perking Up; Overweight BRIC, Tech, and Health Care
Highlighted themes and actionable charts: Reiterating BRIC overweight. This country grouping continues to outperform broad EM, and we believe BRIC...
451 Views
The Week that Was in ASEAN@Smartkarma - Online Taxis, Towers, and Coal Contractors
This week's offering across ASEAN@Smartkarma includes the usual differentiated, substantive and actionable mix of insights both equity bottom up...
150 Views
Adaro Energy: Possible New Pricing Regulation to Hurt Earnings, but We Maintain Buy on Valuation
Adaro Energy Tbk Pt (ADRO IJ) has a market capitalization of US$4.2 billion and is trading at PE 2018 of 9.4x vs peers at 11x, EV/EBITDA of 4.3x vs...
201 Views
The Week that Was in ASEAN@Smartkarma - Coal, Space Ships, And Apartments
The Week that Was in ASEAN@Smartkarma No doubt that the biggest event of the week was the second round of the election run-off for Governor of...
421 Views
Adaro Energy (ADRO) : Strong Fundamentals and Undervalued Against Peers : BUY
Adaro Energy Tbk Pt (ADRO IJ) has a market capitalization of US$4.4 billion and is trading at PE of 10x vs peers at 13.4x, EV/EBITDA of 5.3x vs...
353 Views