Harita Nickel IPO - The Negatives - Reliant on JVs and with Lygend Group. Market Is About to Shift
PT Trimegah Bangun Persada Tbk (Harita Nickel) (2230010D IJ) is looking to raise about US$650m in its Indonesian IPO. In this note, we will talk...
544 Views
Harita Nickel IPO - The Positives - Earnings Staged a Recovery in Recent Periods
PT Trimegah Bangun Persada Tbk (Harita Nickel) (2230010D IJ) is looking to raise about US$650m in its Indonesian IPO. In this note, we will talk...
427 Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd's Blindside Win, ROTI's Freshly Baked, and Prodia
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
308 Views
Pertamina Geothermal Energy IPO - Somewhat like an Energy Explorer. Somewhat like a Power Producer
Pertamina Geothermal Energy (PGE) is looking to raise around US$650m in its upcoming Indonesia IPO. PGE is an state owned power producer which...
394 Views
Bukalapak (BUKA IJ) - Thriving Within a Virtuous Circle
Bukalapak (BUKA IJ) also has strong ESG credentials, the most obvious of which is in the empowerment of MSMEs through its Mitra business, and it is...
299 Views