Elnusa (ELSA.IJ) Monetizing Indonesia’s Upstream Revival, Unlocking Integrated Services Optionality
We initiate with Buy rating and TP of Rp1,110 amid attractive growth with KSO/ LCO and PDSI acquisition as upside optionality.
92 Views
BRIDS Market Pulse: Chart of the Week – Telco Sector 5-Year EV/EBITDA
The week’s positive performance brought JCI to a 1.2% YTD increase, better than majority of ASEAN EM peers, while foreign investors were still at...
317 Views
Macro and Flows Tracker - Not All Is Well
The global manufacturing sector depicted some positive signs in July, with more countries reporting stronger activity, including Indonesia
530 Views
The Week That Was in ASEAN@Smartkarma - Vaccinated Tourism, Indonesian Retail, and COVID-19 Spike
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
277 Views
Significant Expansion of Singapore's Coal Mining Stocks
The number & combined market cap of SGX listed stocks focused on thermal coal mining in Indonesia has grown fourfold over the past three...
7.8k Views