The Week That Was in ASEAN@Smartkarma - BCA's Connectivity, VinFast to IPO, and I-Tail Corp Listing
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
363 Views
Aneka Gas (AGII IJ) - Out of Thin Air
Aneka Gas is an interesting concept as its product literally comes out of thin air given its position as Indonesia's leading Industrial gas player...
417 Views
The Week That Was in ASEAN@Smartkarma - Adaro Beyond Coal, Indocement, and SingTel Back in Favour?
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
342 Views
Saratoga Investama Sedaya (SRTG IJ) - A World of Indonesian Themes
Saratoga Investama Sedaya (SRTG IJ) provides a one-stop shop to get well-rounded exposure to high-growth areas of the Indonesian economy and...
383 Views
Saratoga Investama Sedaya (SRTG IJ): A Track Record to Narrow the NAV Discount
The NAV discount has narrowed from around 70% in July and August 2020 to the current 34%. Our SOTP valuation assumes a 25% NAV discount implying a...
352 Views