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...
300 Views
Indocement Tunggal Prakarsa (INTP IJ) - Bunkering Down for a Better Year
Indocement is a high-quality core holding for exposure to the recovery in cement demand this year and next, with lower costs and digitalization...
229 Views
The Week that Was in ASEAN@Smartkarma - Thailand's COVID, a Global Indofood, and a +ve for DBS
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
296 Views
SCCC: Cost Control Helped Offsetting Weak Cement Demand
We maintain BUY rating on SCCC with a new 2021E target price at Bt192.0 (from Bt139.0), derived from 15.9xPE’21E, which is currently trading of...
241 Views
The Week That Was in ASEAN@Smartkarma - BUY Staples, Indonesian Telcos, and Thai Brokers
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
244 Views