Avia Avian IPO - Resilient and Stable Business
PT Avia Avian (AVIA IJ) is looking to raise US$772m in its Indonesia IPO. The company is well-run as evidenced by its resilient revenue amidst the...
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Avia Avian Tbk (AVIA.IJ IDR 545 BUY.TP IDR 620) A Better Volume Growth Prospect in FY24
We expect FY24 vol. growth to improve (to +3.6% yoy) which, combined with sustained margins, shall drive FY24 net profit growth of 4% yoy.
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Nusantara Sejahtera Raya (Cinema XXI) IPO - The Negatives - Private Placement, Not a Primary Raising
Cinema XXI (CINEMA IJ) aims to raise up to US$160m in its Indonesia IPO. In this note, we talk about the not-so-positive aspects of the deal.
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The Week That Was in ASEAN@Smartkarma - Astra Intl, ACES, and Multi Bintang
The past week saw insights on Astra International (ASII IJ), Aspirasi Hidup Indonesia (ACES IJ), Multi Bintang Indonesia (MLBI IJ) and DFI Retail...
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The Week That Was in ASEAN@Smartkarma - BCA Stands Out, Thai Bev, and Delta Electronics Fully Valued
The past week saw insights on Bank Central Asia (BBCA IJ), Thai Beverage (THBEV SP), Sheng Siong (SSG SP), and Delta Electronics Thailand (DELTA TB).
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