Pertamina Geothermal IPO: The Investment Case
The investment case rest on steady growth, high margins, strong cash generation, manageable leverage, ambitious growth plans and attractive...
502 Views
Perusahaan Gas (PGN) - ESG Report - Lucror Analytics
Lucror Analytics' ESG Scores are based on a 3-tiered scale and are adjusted for Controversies (if applicable). We assess Perusahaan Gas Negara's...
9 Views
Perusahaan Gas - Tear Sheet - Lucror Analytics
We view Perusahaan Gas Negara (PGN) as “Low Risk” on the LARA scale, mainly due to its indirect SOE status. PGN is 57% owned by Pertamina, which...
196 Views
The Week That Was in ASEAN@Smartkarma - Astra's Future, Matahari Dept Store on Form, and GoTo's IPO
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
292 Views
Arwana Citramulia (ARNA IJ) - Tiling a Porcelain Path
Arwana Citramulia throws off high returns with ROEs of more than 30%. Valuations do not look challenging with a strong EPS 30% growth and a forward...
261 Views