The Week That Was in ASEAN@Smartkarma - The Omnibus Law, Bank Risk, and Mobile World
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
441 Views
The Diwali Week That Was in ASEAN@Smartkarma - Indonesia's Cabinet, Keppel Corp, and Thai Telcos
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
578 Views
BCP (BCP TB): Expansion Through Norwegian E&P Acquisition
Cheap on a PE basis, low correlation with Western stock markets, and low volatility in sales relative to its sector Locations and products...
380 Views
Barito Pacific Placement - Well Flagged Deal but Seems to Be Priced In
Barito Pacific Tbk Pt (BRPT IJ) plans to raise US$250m via an issuance of primary shares with detachable warrants. In addition, the company will...
284 Views
WHAUP IPO:Â Valuation Reasonable, Peer Performance Implies Positive Momentum
After we covered the fundamentals of the WHA Utilities and Power (WHAUP TB), the company launched the book building last week. In this insight, we...
592 Views