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Aboitiz Power (AP PM)
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45
Analysis
Utilities
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Philippines
Aboitiz Power Corporation provides hydroelectric power generation.
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bullish
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Pertamina Geothermal Energy PT
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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.
Sumeet Singh
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492 Views
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bearish
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MSCI Emerging Markets Index
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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...
Vermilion Research
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521 Views
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bullish
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Megawide Construction
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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...
Henry Soediarko
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213 Views
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bullish
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Thematic (Sector/Industry)
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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...
Angus Mackintosh
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bullish
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Thematic (Sector/Industry)
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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...
Angus Mackintosh
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260 Views
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