The Week That Was in ASEAN@Smartkarma - Semen Indonesia Solid, Kalbe for Longer, and CPALL's Ticking
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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Lygend Resources & Technology IPO: Trading Debut
Peers have re-rated and the IPO price continues to imply a discount to the median peer CY2023 P/E multiple. Therefore, the IPO price remains...
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Lygend Resources & Technology IPO: Valuation Insights
In this note, we present our forecasts and look at valuation. Lygend is attractively valued at the IPO price range. We would participate.
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Lygend Resources & Technology IPO: Riding the Wave
The fundamentals are solid as the consolidation of HPL has delivered strong growth and an improved margin profile, at manageable leverage.
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Opportunities Within Energy and Materials
Global indexes remain below our key lines in the sand of $54 on $ACWX, $75.25 on $EFA, and the 200-day MA on $ACWI. As long as prices are below...
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