The Week That Was in ASEAN@Smartkarma - Sea Ltd, Jardine Matheson, and Indonesian Cement
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
226 Views
Semen Indonesia (SMGR IJ) - Catch the Infrastructure Wave?
Semen Indonesia remains a key proxy for the recovery in the Indonesian economy and especially as infrastructure spending picks up driving renewed...
257 Views
The Week That Was in ASEAN@Smartkarma - Indonesian Property Boon, Philippine NPLs, and Drugs
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
207 Views
Jasa Marga (JSMR):Recovery Play and Low Capex
The price increase, traffic recovery, and potential low contribution from the construction business are the three key elements that will drive the...
342 Views
Indocement Tunggal Prakarsa (INTP IJ) - Solidifying Demand Ahead
Indocement (INTP IJ) remains a core proxy for the recovery in the overall economy and increased spending on infrastructure, which was severely...
286 Views