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Vale Indonesia Tbk (INCO IJ)
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101
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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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Trimegah Bangun Persada Tbk PT
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21 Mar 2023 09:41
Harita Nickel IPO Valuation - Capacity Ramp Ups Will Pay Dividends in the Long Run
PT Trimegah Bangun Persada Tbk (Harita Nickel) (2230010D IJ) is looking to raise about US$650m in its Indonesian IPO. In this note, we look at...
Clarence Chu
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352 Views
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bearish
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Trimegah Bangun Persada Tbk PT
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20 Mar 2023 15:46
Harita Nickel IPO: The Bear Case
The key elements of the bear case rest on weakening market sentiment, high single-customer dependence, gross margin pressure, high cash burn and...
Arun George
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327 Views
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bullish
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Trimegah Bangun Persada Tbk PT
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16 Mar 2023 22:01
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...
Arun George
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592 Views
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bullish
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Cross Asset Strategy
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13 Feb 2023 10:46
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...
Angus Mackintosh
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279 Views
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bullish
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Cross Asset Strategy
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06 Feb 2023 15:18
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...
Angus Mackintosh
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301 Views
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