Harita Nickel IPO: The Bull Case
The key elements of the bull case rest on good underlying revenue growth, near-term capacity expansion, high profitability, capex nearing the peak...
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The Week That Was in ASEAN@Smartkarma - Kungri's Reincarnation, BlueBird Is Back, and Bank Rakyat.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
283 Views
The Week That Was in ASEAN@Smartkarma - SCBX Transformed, Ace Hardware Time, and Pertamina Geo IPO
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
311 Views
Lygend Resources & Technology IPO: Trading Debut
Peers have re-rated and the IPO price continues to imply a discount to the median peer CY2023 P/E multiple. Therefore, the IPO price remains...
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Lygend Resources & Technology IPO: Valuation Insights
In this note, we present our forecasts and look at valuation. Lygend is attractively valued at the IPO price range. We would participate.
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