Nusantara Sejahtera Raya (Cinema XXI) IPO - Thoughts on Valuation
Cinema XXI (CINEMA IJ) aims to raise up to US$160m in its Indonesia IPO. In this note, we talk about valuations. The deal isn't particularly cheap.
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Nusantara Sejahtera Raya (Cinema XXI) IPO - Peer Comparison
Cinema XXI (CINEMA IJ) aims to raise up to US$160m in its Indonesia IPO. We have looked at the past performance in our earlier notes, in this note...
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The Week That Was in ASEAN@Smartkarma - CPALL's Recovery, ASSA Back on Track, and Amman Mineral IPO
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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The 2023 Box Office Looks Promising
Expect another year of recovery. The cinema industry has been suffering from COVID-19 restrictions, in particular social distancing measures that...
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The Stocks to Own in Thailand – Vol. 39
We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology. Portfolio changes: Nine stocks remain, five new join...
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