In today’s briefing:
- Barito Renewables IPO – Quick Peer Comparison & Thoughts on Valuation – Good Assets but Bad Price
- EQD | Volatility Update: Weekly Review of Vol Changes and Best Trades-Connecting the Dots
- Weekly Wrap – 22 Sep 2023
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.
- Barito Renewables (BR) is Indonesia’s largest geothermal power producer, and the third-largest globally by installed capacity, as per the firm.
- In our previous note, we covered the company’s performance. In this note, we will undertake a quick peer comparison and share our thoughts on valuation.
EQD | Volatility Update: Weekly Review of Vol Changes and Best Trades-Connecting the Dots
- Weekly summary of vol changes and moves across Global Markets
- Analysing ATM volatility and skew changes over the last 5 days
- We suggest a few trades to take advantage of the implied vol surfaces
Weekly Wrap – 22 Sep 2023
Lucror Analytics Weekly Wraps provide an overview of all Morning Views comments and reports published by our analyst team in the past week, and also showcase a list of the most-read reports.
In this Insight:
and more…