Harita Nickel IPO Trading - Quality Names in the Bookbuild Should Aid Sentiment
PT Trimegah Bangun Persada Tbk (Harita Nickel) (2230010D IJ) raised around US$660m in its Indonesian IPO. In this note, we will talk about the...
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Lalatech IPO Preview: Disrupting The Traditional Logistics Industry
Lalatech’s leadership position in Mainland China, strong fundamentals and VC funding will drive a premium IPO valuation, in our view
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Rakuten Bank IPO - Thoughts on Valuation
Rakuten Bank (5838 JP), the online banking arm of Rakuten (4755 JP), aims to raise up to around US$900m in its Japan listing in April 2023. In this...
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The Week That Was in ASEAN@Smartkarma - GoTo Profitability, Indosat's Back, and Singapore Banks
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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GoTo (GOTO IJ) - A Transient State
GoTo 4Q2022 and FY2022 headline numbers do not tell the whole story, given large one-off charges for goodwill right downs, without which...
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