The Week that Was in ASEAN@Smartkarma - Coal, Space Ships, And Apartments
The Week that Was in ASEAN@Smartkarma No doubt that the biggest event of the week was the second round of the election run-off for Governor of...
486 Views
Adaro Energy (ADRO) : Strong Fundamentals and Undervalued Against Peers : BUY
Adaro Energy Tbk Pt (ADRO IJ) has a market capitalization of US$4.4 billion and is trading at PE of 10x vs peers at 13.4x, EV/EBITDA of 5.3x vs...
491 Views
Saratoga Investama: A Premier Private Equity Firm Trading at a Deep Value
Saratoga Investama Sedaya Tbk Pt (SRTG IJ) is a premier private equity firm with a proven investing track record. Its controlling shareholder,...
597 Views
BUMI Resources (BUMI) Debt Restructuring and Improved Corporate Governance - BUY
Bumi Resources Tbk Pt (BUMI IJ) is a coal producer with largest coal reserves in Indonesia. It’s a leading natural reserves group and the largest...
395 Views
United Tractor (UNTR):Â Fundamentals Priced In - Take Profits
Market cap: US$8bnOur view:United Tractors Tbk Pt (UNTR IJ) a proxy to coal production recovery. We mentioned in our earlier note Thermal Coal...
375 Views