The Week That Was in ASEAN@Smartkarma - GoTo Profitability, Indosat's Back, and Singapore Banks
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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GoTo (GOTO IJ) - A Transient State
GoTo 4Q2022 and FY2022 headline numbers do not tell the whole story, given large one-off charges for goodwill right downs, without which...
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Harita Nickel IPO Valuation - Capacity Ramp Ups Will Pay Dividends in the Long Run
PT Trimegah Bangun Persada Tbk (Harita Nickel) (2230010D IJ) is looking to raise about US$650m in its Indonesian IPO. In this note, we look at...
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Harita Nickel IPO Peer Comparison - Seems to Be More Reliant on Lygend, than Vice Versa
PT Trimegah Bangun Persada Tbk (Harita Nickel) (2230010D IJ) is looking to raise about US$650m in its Indonesian IPO. HN is a vertically integrated...
561 Views
ECM Weekly (19th Mar 2023) - Japan Post Bank, SBI Sumishin, Harita, Trial Holding, ZKH, DPC, Kelsian
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
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