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Aboitiz Power

Aboitiz Power (AP PM)

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Analysis
UtilitiesPhilippines
Aboitiz Power Corporation provides hydroelectric power generation.
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03 Feb 2023 09:49

Pertamina Geothermal Energy IPO - Thoughts on Valuation

Pertamina Geothermal Energy is looking to raise around US$650m in its upcoming Indonesia IPO. In this note, we talk about valuations.

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25 Jan 2019 10:41

Global Ex-U.S. Equity Strategy: MSCI EM in Early Stages of Bottoming

Our overall global outlook remains cautious and continued downward pressure on global equities remains our expectation. One bright spot is EM (more...

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22 Jan 2018 17:26

Megawide: A Mega Airport Operator in the Making

Construction business typically has a decent margin with strong growth especially in the emerging economies but what if they also have created...

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17 Mar 2017 20:40

The Week That Was in ASEAN@Smartkarma - Consumers, Frontiers, and Mortgages

The Week That Was in ASEAN@SmartkarmaIn this week's ASEAN weekly, better consumption numbers in Indonesia are a theme, with Angus...

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05 Mar 2017 19:19

The Week That Was in ASEAN@Smartkarma (Part 2) - Macet=Traffic Jam

For this week's ASEAN Weekly, created in the midst of Jakarta "Macet", I interviewed Insight Provider and Thai guru Athaporn Arayasantiparb to...

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