Pertamina Geothermal Energy IPO Early Look- Ticks the ESG Box but Has Missed Its Targets in the Past
Pertamina Geothermal Energy is looking to raise around US$500m in its upcoming Indonesia IPO. PGE is an Indonesian state owned power producer which...
425 Views
The Week That Was in ASEAN@Smartkarma - Grab Chat, Telkom Oversold, and SET50 Rebalance.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
496 Views
Telekomunikasi Indonesia (TLKM IJ) - Increasingly Digital
Telkom Indonesia produced what looked like a decent set of 9M2022 numbers as it seeks out its future digital reincarnation driven by data,...
693 Views
GoTo IPO Lockup Expiry Follow-Up - Has Corrected but Has Traded Relatively Little Volume
GoTo pre-IPO shareholders were released from the lockup on 1st Dec 2022, which led to a 47% slide in its share price. While the stock has...
598 Views
DTAC/True Merger: The Court Dismisses the Consumer Council’s Petition
The Court ruling removes an impediment to the merger. Completion is targeted for 1Q23. The current share price ratio of 9.072x vs exchange ratio of...
413 Views