Lippo Karawaci: Buying Time To Avert Distress
We initiate our coverage on Lippo Karawaci Tbk Pt (LPKR IJ) (“LK”) with a NEUTRAL recommendation on the LPKRIJ complex and a tactical OVERWEIGHT...
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Aneka Gas - Burning for Infrastructure and Industry - On the Ground in J-Town
A conversation with the management of Indonesia's largest industrial gas producer, PT Aneka Gas Industri (AGII IJ), confirmed a strong recovery in...
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Smartkarma: ECM Coverage Weekly Update (19 May 2018)
The Smartkarma ECM Team puts out a weekly update on the deals we have covered recently, along with updates for upcoming IPOs. IPOs Another two more...
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PT Medikaloka Hermina IPO: Double-Edged Sword of Universal Healthcare (JKN) Exposure
PT Medikaloka Hermina operates one of the largest private hospital networks in Indonesia and is seeking to raise USD200m in IPO. In this insight,...
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First REIT: Yield Embedded with Latent Risks in the Long-Term Horizon
First Real Estate Investment Trust (FIRT SP) (“First REIT”) is a healthcare REIT listed in Singapore, with a portfolio of mainly Indonesia...
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