Telkom Indonesia (TLKM IJ) - Digital Evidence
Telkom looks relatively attractive valuation wise at a discount to the historical average but we see the potential for re-rating for its digital...
274 Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd's Knockout, Grab's Progress, and the Avian IPO
The week that was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
255 Views
ECM Weekly (21st Nov 2021) - Weilong, Cloud Village, SF Intra, China Tourism, Asymchem, Gushengtang
Aequitas Research puts out a weekly update on the deals that have been covered by the team recently along with updates for upcoming IPOs.
333 Views
Dayamitra (Mitratel) IPO Trading - Heading for a Decent Debut
Mitratel raised about US$1.3bn in its IPO at IDR800 per share, close to the bottom of its initial price range. Fast entry will likely not happen....
361 Views
Cisarua Mountain Dairy (Cimory) IPO - The Negatives - Losing Market Share, Margin Sustainability
PT Cisarua Mountain Dairy (CMD), a producer of dairy and consumer foods, aims to raise up to US$263m in its Indonesian IPO.
311 Views