ASEAN Utilities: From Tap To Socket
I'd be shorting Intouch Holdings' shares here, and going long Advanced Info Service Public, along with some Singapore Telecom.
437 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...
271 Views
PT Surya Citra Media Tbk (SCMA IJ) - A Vote of Confidence in Vidio
Surya Citra Media looks cheap relative to its holding in Vidio, which is worth 71% of its market cap, and it's trading at a decent discount to its...
378 Views
LQ45 Index Rebalance Preview (July 2022): Candidates for Change
There could be 5 changes to the LQ45 Index at the July rebalance. The adds outperform the deletion the day after announcement and there is...
678 Views
The Week That Was in ASEAN@Smartkarma - Bank Rakyat Indonesia, Buy Now Pay Later, and BFI Finance
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
216 Views