AC Energy Re-IPO - Lots of Moving Parts, Needs the Dust to Settle
AC Energy Corp (ACEN PM) is looking to raise up to about US$341m in its upcoming re-IPO in the Philippines. n this note, we will take a brief look...
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TOWR IJ Placement - Stock Has Had a Good Run but past Deals Haven't Been Great
An undisclosed vendor along with JPM plan to raise around US$200m via selling a 5.5% stake in Sarana Menara Nusantara (TOWR IJ).We had covered the...
758 Views
Sritex (SRIL): Protectionist Rule Beneficiary
As the Indonesian anti-dumping committee found that dumping practice has been carried out by producers from China, the committee recommended to the...
625 Views
Smartkarma Originals
Erajaya (ERAA): Growing Sustainable Smartphone Demand in Indonesia - On the Ground Findings
Erajaya Swasembada (ERAA IJ) ​has benefited from the 4G implementation in Indonesia that resulted in a demand surge for smartphones. In this report...
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Indonesian Telecoms : The Recovery Continued in 1Q and We Expect It to Last.
Recent meetings in Indonesia left us optimistic that market repair, which began in 2H18, continues. In 2H18, XL Axiata (EXCL IJ) was seen as a...
628 Views