The Week That Was in ASEAN@Smartkarma - Bank Mandiri, Thai Life IPO, and Saratoga Unlocking Value
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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Weekly Wrap - 10 Jun 2022
Lucror Analytics Weekly Wraps provide an overview of all Morning Views comments and reports published by our analyst team in the past week, and...
542 Views
Weekly Wrap - 10 Jun 2022
Lucror Analytics Weekly Wraps provide an overview of all Morning Views comments and reports published by our analyst team in the past week, and...
487 Views
Saratoga Investama Sedaya (SRTG IJ): A Track Record to Narrow the NAV Discount
The NAV discount has narrowed from around 70% in July and August 2020 to the current 34%. Our SOTP valuation assumes a 25% NAV discount implying a...
467 Views
Unlocking Saratoga Investama (SRTG IJ)'s Holdco
I'd be inclined to buy Saratoga outright. Or hedge against index futures. I think Tower Bersama is a possible privatisation play.
528 Views