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...
322 Views
The Week That Was in ASEAN@Smartkarma - ASSA's Mobility Edge, Alfamart's Convenience, and ITMG.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
260 Views
Equity Snapshot: April 06, 2023
Indofood CBP Sukses Makmur: Margins improvement on the cards (ICBP.IJ IDR 10,125 BUY.TP IDR 12,400). 2023 should be another good year for consumer...
518 Views
Pertamina Geothermal IPO: Trading Debut
Peers have modestly re-rated and the IPO price continues to imply a discount to the median peer CY2023 EV/EBITDA multiple. Therefore, the IPO price...
438 Views
Pertamina Geothermal IPO: Valuation Insights
The price range has been narrowed from IDR820-945 to IDR875-880 per share. PGE is attractively valued at the IPO price range. We would participate.
385 Views