IDX30/LQ45 Index Rebalance: Big Inflows on ARTO, BBRI, BBCA; Outflows on GOTO, TLKM, BMRI
There are 3 changes each for the IDX30 and LQ45 indices that will be implemented on 29 July. The largest passive inflows are on BBRI, ARTO and...
578 Views
DTAC/True Merger: Shares Decline on Noise About NBTC Subcommittees Voting Decision
We think this development results in the NBTC prescribing harsher conditions to the merger rather than blocking it. Due to high volatility on...
489 Views
The Week That Was in ASEAN@Smartkarma - Astra & UNTR Are Cheap, Indonesian Autos, and SCB X
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
284 Views
Bukalapak (BUKA IJ) - Track the Execution Not the Headlines
Bukalapak held its AGM this week, which effectively repeated the messages from its 1Q2022 results including guidance for FY2022 but there is a lot...
441 Views
Link Net: Home Straight For Axiata's MTO
Currently, trading at a gross/annualised spread of 2.5%/12.8%, assuming mid-September payment. Though not as exciting as it was at the time of my...
373 Views