Daily BriefsEnergy & Materials Sector

Daily Brief Energy/Materials: Barito Renewables, Hang Seng Index, Vedanta Resources and more

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

By Ethan Aw

  • 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

By Simon Harris

  • 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

By Charles Macgregor

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:

  1. China Jinmao Holdings
  2. Greentown China
  3. China Vanke
  4. First Pacific Co
  5. JSW Infrastructure

and more…


💡 Before it’s here, it’s on Smartkarma

Sign Up for Free

The Smartkarma Preview Pass is your entry to the Independent Investment Research Network

  • ✓ Unlimited Research Summaries
  • ✓ Personalised Alerts
  • ✓ Custom Watchlists
  • ✓ Company Data and News
  • ✓ Events & Webinars