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Vale Indonesia Tbk (INCO IJ)
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Indonesia
PT Vale Indonesia Tbk produces nickel in matte, an intermediate product, from lateritic ores at its integrated mining and processing facilities near Soroako, Sulawesi
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bullish
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Cross Asset Strategy
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04 Dec 2023 23:35
The Week That Was in ASEAN@Smartkarma - Indofood's On Track, ROTI's Rising, and BliBli's Omnichannel
The past week has seen insights on Indofood CBP Sukses (ICBP IJ), PT Nippon Indosari Corpindo (ROTI IJ), Global Digital Niaga (BELI IJ), OCBC (OCBC...
Angus Mackintosh
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428 Views
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bullish
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Cross Asset Strategy
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23 Oct 2023 15:25
The Week That Was in ASEAN@Smartkarma - Solid BCA, Medikaloka Hermina, and The Keepers Season
The past week saw insights on Bank Central Asia (BBCA IJ), Medikaloka Hermina (HEAL IJ), Sariguna Primatirta (CLEO IJ), Philippine Stock Exchange...
Angus Mackintosh
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376 Views
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bearish
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Barito Renewables Energy
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06 Oct 2023 14:00
Barito Renewables IPO Trading - Peers Look More Attractive Instead
Barito Renewables (2306028D IJ) raised around US$200m in its Indonesian IPO, after pricing at the top end of its IPO range at IDR780/share. In this...
Ethan Aw
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551 Views
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bearish
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Barito Renewables Energy
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22 Sep 2023 13:30
Barito Renewables IPO - Quick Peer Comparison & Thoughts on Valuation - Good Assets but Bad Price
Barito Renewables (2306028D IJ) is looking to raise around US$228m in its Indonesian IPO. In this note, we will undertake a quick peer comparison...
Ethan Aw
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513 Views
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bullish
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Cross Asset Strategy
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17 Jul 2023 16:48
The Week That Was in ASEAN@Smartkarma - Alfamart's Take-Off, Siloam Hospitals, and Cinema XXI IPO.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
Angus Mackintosh
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449 Views
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