Boss Energy Placement - Heavy Dilution and Doesn’t Appear Well Flagged
Boss Energy (BOE AU) is looking to raise up to A$205m (US$135m) through its primary placement. The proceeds will be used to fund an acquisition and...
326 Views
Equity Research - Energi Mega Persada Tbk (ENRG IJ)
There is potential value for ENRG from its vast 2P reserves which could sustain 11 years of production and also in view of its undemanding valuation
324 Views
LQ45 Index Rebalance Preview (July): Identifying Potential Changes
There could be 5 changes to the LQ45 in July. Given emphasis on liquidity, the impact on the deletes is higher than on the adds. Historically, the...
462 Views
IDX30/LQ45 Index Rebalance: Big Inflows on ARTO, BBRI, BBCA; Outflows on GOTO, TLKM, BMRI
There are 3 changes each for the IDX30 and LQ45 indices that will be implemented on 29 July. The largest passive inflows are on BBRI, ARTO and...
573 Views
The Week That Was in ASEAN@Smartkarma - Indonesia Retail, Digital Surge, and Grab's Results
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
185 Views