Ramayana Lestari Sentosa (RALS IJ) -A Challenging Transformation Process
Ramayana is taking a conservative approach this year, opting not to expand its store network due to weakened purchasing power. Pre-election...
496 Views
The Week That Was in ASEAN@Smartkarma - Bukalapak's Specialty, ASSA & Logistics, and Indosat
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
401 Views
The Week That Was in ASEAN@Smartkarma - Cimory's Growth, Cinema XXI, and Asian Plantations
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
505 Views
Index Rebalance & ETF Flow Recap: LQ45/IDX30, FXI, New Deal, KOSPI, KQ150, LG Energy, IN Float, TTMT
This recap highlights Insights covering Asian index rebalances (announcements/ forecasts/ IPO Fast Entry/ M&A driven changes). We also highlight...
494 Views
LQ45 Index Rebalance: Two Changes in a Few Days
GGRM and MAPI replace TINS and JPFA in the LQ45. Passives need to buy between 1-3x ADV in the next 4 trading days. There will be pre-positioning on...
557 Views