EVENTS:   Best Equity Short Ideas Conference Call 12 - Zach Shannon/Corto Capital Advisors & Craig Huber/Huber Research Partners & Thomas Beevers /Forensic Alpha & Ed Steele/Iron Blue Financials & Bill Campbell/Paragon Intel - 12 Nov 25   Will AI Deflate the World? Macro Lessons from Three Industrial Revolutions and China - Manoj Pradhan/Talking Heads Macro - 13 Nov 25     ROADSHOWS: Forest Products Sector Equity and Commodity Research With Expertise in Distressed Debt - Kevin Mason /ERA Research   •   London   12 - 14 Nov 25       Buyside to Buyside Forum and Expert Calls across TMT, Consumer, Healthcare and Fintech - Andrew Peters /Revelare Partners   •   London   17 - 19 Nov 25       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   17 - 19 Nov 25      

Fortnightly Publication Highlighting Latest Insights From IRF Providers

Company Research

Pertamina Geothermal Energy

Utilities

Aequitas Research

Sumeet Singh runs the rule over this state-owned power producer as it looks to raise US$650m in its upcoming Indonesian IPO - PGE currently manages 13 Geothermal Working Areas with a total capacity of 1,877 MW. From an investment perspective, PGE will tick the renewable energy box and probably fall into a lot of ESG investment lists, which will aid demand for the deal. However, Sumeet notes that the company has regularly missed targets in the past, which blunts the attractiveness of its lofty future ambitions (aims to nearly double organic production capacity over the next five years).

Edition: 153

- 03 February, 2023