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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Nusantara Sejahtera Raya (Cinema XXI) IPO - The Positive - High Market Share, Steady Recovery
Nusantara Sejahtera Raya (Cinema XXI) aims to raise up to US$160m in its Indonesia IPO. In this note, we talk about the positive aspects of the deal.
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The Week That Was in ASEAN@Smartkarma - Mitra Keluarga's Growth, NFCX Leads in 2W EVs and BFIN's Era
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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Avia Avian Tbk (AVIA IJ) - Fully Valued
The company’s Avitex Gold product has gained a positive response due to its good quality and double function for interior and exterior usage
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