Indonesian Strategy - Election Race Hots Up Amidst Profits Recovery
We explore the prospects across different sectors in Indonesia with a positive view on banks, retail, consumer staples, property, and Astra...
1.1k Views
Bank Negara Indonesia (BBNI IJ) - Increasingly Quality Focused Through a Digital Lens
BBNI continues to focus on growing the quality of its corporate loan book, whilst de-risking its smaller sized loans, and growing consumer...
457 Views
Nusantara Sejahtera Raya (Cinema XXI) IPO Trading - Should Be a Steady Listing
Nusantara Sejahtera (Cinema XXI) raised around US$150m in its Indonesia IPO. In this note, we talk about the trading dynamics.
311 Views
Nusantara Sejahtera Raya (Cinema XXI) IPO - Thoughts on Valuation
Cinema XXI (CINEMA IJ) aims to raise up to US$160m in its Indonesia IPO. In this note, we talk about valuations. The deal isn't particularly cheap.
397 Views
The Week That Was in ASEAN@Smartkarma - Deltamas on Form, Metrodata Enabling Digital, and DBS & Oil
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
328 Views