WINS IJ - Recently Acquired WM Mentawai PSV to Bolster Earnings Growth in 2H24 Onwards
We visited WINS’s recently acquired WM Mentawai PSV, which is currently running tests on vessel capability. We expect stronger earnings for WINS in...
381 Views
Wintermar Offshore Marine - Riding the Charter Rates Upcycle; Initiate with Buy
We forecast WINS to deliver 117%/90% core EPS growth in FY24-25E through higher utilization, daily rates, and higher vessel count.
205 Views
The Week That Was in ASEAN@Smartkarma - Siloam Intl Hospitals, BliBli & Djarum, and Delfi Ltd
The past week saw insights on Siloam International Hospitals (SILO IJ), Global Digital Niaga (BELI IJ), Delfi Ltd (DELFI SP), Bangkok Bank (BBL...
333 Views
The Week That Was in ASEAN@Smartkarma - Grab's Lead, Bank Rakyat Indonesia, and CLEO's Pure Water
The past week saw insights on Grab Holdings (GRAB US), Bank Rakyat Indonesia (BBRI IJ), Sariguna Primatirta (CLEO IJ), PT Metrodata Electronics...
306 Views
The Week That Was in ASEAN@ Smartkarma - MAPI & Boycotts, Ace Hardware Reborn, and VinFast's Trouble
The past week saw insights on Mitra Adiperkasa (MAPI IJ), Ace Hardware Indonesia (ACES IJ), Vinfast (VFS US), The Keepers Holdings (KEEPR PM), and...
283 Views