The Week That Was in ASEAN@Smartkarma - Indonesia Strategy, ITMG, and the PSE
The past week was a short one but we saw market strategy insights on Indonesia from CrossASEAN Research plus an insight on Philippine Stock Exchange.
312 Views
Indonesia Strategy - Caught in a Perfect Updraft?
Despite the JCI knocking on all-time highs, valuations continue to look attractive with prospects of a better 2H2024 and lower interest rates. Top...
443 Views
LQ45 Index Rebalance Preview (July): Identifying Potential Index Changes
We have identified 5 potential changes for the LQ45 Index in July. There will also be capping flows for BBCA and BBRI. Historically, adds and...
356 Views
The Week That Was in ASEAN@Smartkarma - Erajaya's Strong Finish, Grab +ve, and Alfamart's On-Target
The past week saw insights on Erajaya Swasembada (ERAA IJ), Grab Holdings (GRAB US), GoTo Gojek Tokopedia (GOTO IJ), Sumber Alfaria Trijaya (AMRT...
393 Views
Erajaya Swasembada (ERAA IJ) - Set up for a Stronger 2025
Erajaya Swasembada booked a strong performance in 3Q2024 but 4Q2024 is likely to be the peak seasonal quarter for sales, even with no sales of...
441 Views