Cisarua Mountain Dairy (Cimory) IPO Trading - Appears to Be Nearly Fully Priced
PT Cisarua Mountain Dairy (CMD), a producer of dairy and consumer foods, raised around US$260m in its Indonesian IPO. In this we will talk about...
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The Week That Was in ASEAN@Smartkarma - Telkom Digitally Remastered, MAPI, and DTAC & True Merger
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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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...
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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...
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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.
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