Kalbe Farma (KLBF IJ) - Oiling the Wheels of Health
Kalbe (KLBF IJ) remains a key proxy to healthcare, consumer health, and nutritionals in Indonesia, with an increasingly digital edge to its...
346 Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd's Knockout, Grab's Progress, and the Avian IPO
The week that was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
406 Views
Cisarua Mountain Dairy (Cimory) IPO: Valuation Insights
Cimory is seeking to raise up to $265 m. Bookbuilding ends on 17 Nov and shares will list on 6 Dec. Our valuation analysis suggests that we would...
499 Views
Cisarua Mountain Dairy (Cimory) IPO - Giving It the Benefit of Margin Doubts
PT Cisarua Mountain Dairy (CMD), a producer of dairy and consumer foods, aims to raise up to US$263m in its Indonesian IPO.
557 Views
The Week That Was in ASEAN@Smartkarma - BNI Re-Rating, Indonesian Logistics, and Astra's Recovery
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
220 Views