Bank Of Ayudhya (BAY TB) - Thai Retail Wizard Moving to ASEAN
Bank Of Ayudhya (BAY TB), now branded as Krungsri, is a unique Thai bank with high-quality retail exposure, a low-risk corporate loan book, and a...
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Grab(GRAB.US) 4Q22 Preview: Tailwinds from Share Gain and Rebound in Mobility
In C4Q22, We expect Grab to report total revenue 2% higher than cons., and non-IFRS net loss narrower than cons. Food delivery and mobility both...
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Pertamina Geothermal Energy IPO - Thoughts on Valuation
Pertamina Geothermal Energy is looking to raise around US$650m in its upcoming Indonesia IPO. In this note, we talk about valuations.
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Pertamina Geothermal Energy IPO - Somewhat like an Energy Explorer. Somewhat like a Power Producer
Pertamina Geothermal Energy (PGE) is looking to raise around US$650m in its upcoming Indonesia IPO. PGE is an state owned power producer which...
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GoTo: Going Gets Tough
GoTo's share price has moved up 24% YTD, however, we think it could fall as much as it rose with food deliveries and e-commerce markets slowing...
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