Astra International (ASII IJ) - Leaning into the Recovery
Astra Internations remains one of our top recovery picks for Indonesia, given its exposure to autos, motorcycles, consumer finance, heavy...
385 Views
The Week That Was in ASEAN@Smartkarma - Indonesia's Wave, Del Monte, and Grab's Alliances
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
128 Views
IJM Plantations’ Potential MGO from Kuala Lumpur Kepong
KLK MK made an offer to acquire IJMC’s entire stake in IJMP for RM3.10 per share in cash, subject to potential dividend adjustments. If the SPA...
258 Views
Powering Palm Oil: Record Prices Amid Vegetable Oil Complex Rally
The gain in palm oil prices is largely underpinned by concerns over slower-than-expected production growth, in conjunction with strong global...
233 Views
The Week That Was in ASEAN@Smartkarma - GoTo, Digital Astra, and Monde Nissin
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
209 Views