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...
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Nusantara Sejahtera Raya (Cinema XXI) IPO - Thoughts on Valuation
Cinema XXI (CINEMA IJ) aims to raise up to US$160m in its Indonesia IPO. In this note, we talk about valuations. The deal isn't particularly cheap.
565 Views
Nusantara Sejahtera Raya (Cinema XXI) IPO - Peer Comparison
Cinema XXI (CINEMA IJ) aims to raise up to US$160m in its Indonesia IPO. We have looked at the past performance in our earlier notes, in this note...
492 Views
Nusantara Sejahtera Raya (Cinema XXI) IPO - The Positive - High Market Share, Steady Recovery
Nusantara Sejahtera Raya (Cinema XXI) aims to raise up to US$160m in its Indonesia IPO. In this note, we talk about the positive aspects of the deal.
497 Views
MUFG & PT Mandala Multifinance - Too Small To Matter, LT Perspective ROA Is Key
MUFG's purchase of Mandala in Indonesia may sound enticing, but the reality is that this is too small to matter, while perspective shows no major...
386 Views