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. In this note, we will undertake a quick peer comparison...
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Last Week in Event SPACE: MYOB, Lynas, Versum, Jardines
Last Week in Event SPACE ... Not a bad reward/risk as Manikay greenmails KKR's MYOB Group Ltd (MYO AU) offer. If the Malaysian government impasse...
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Sector Capsule: Personal Care Appliances in Indonesia
Headlines In 2016 volume sales of personal care appliances grow by 3% to reach 590,000 units Personal care appliances continue to be purchased...
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Hello Indo Consumption, How Are You Doing?
Our proprietary consumption scorecard reveals that Indonesia consumption in 2Q-4Q16 period is on the recovery path. We expect the consumption...
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Indonesia Consumers Coming Back to the Table? On the Ground in J-Town
A meeting with Nielsen Indonesia in Jakarta last week revealed some positive signs of a recovery in consumer activity. After a nervous start to the...
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