The Week That Was in ASEAN@Smartkarma - Grab Expands, Alfamart, and Mapletree Mega-Merger
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
315 Views
Semen Indonesia (SMGR IJ) - Building a Solid Sustainable Future
Semen Indonesia is geared toward recovery in infrastructure and SOE construction activity, which will drive demand for bulk cement in FY2021, with...
490 Views
The Week That Was in ASEAN@Smartkarma - Bukalapak, Astra International, and Thai Banks
The week that was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
429 Views
Indocement Tunggal Prakasa (INTP IJ) - Bulky Recovery in Place
We see Indocement as an interesting and high-quality proxy to the recovery in the Indonesian economy, given its exposure to infrastructure through...
286 Views
The Week That Was in ASEAN@Smartkarma - Indonesia's Ripe, Digital Banking, and Berli Jucker
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
129 Views