IDX30/LQ45/IDX80 Index Rebalance: Float & Capping Changes on Monday
Float and capping changes will result in selling on BBCA & EMTK and buying on GOTO, TLKM, BMRI, BBRI & ASII. This is an opportunity to sell some...
363 Views
The Week That Was in ASEAN@Smartkarma - TAC, Sea Ltd, and SCG Packaging
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
192 Views
The Week That Was in ASEAN@Smartkarma - Metrodata Electronics, JCNC's Discount, and SCB in Thailand
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
201 Views
Last Week in Event SPACE: Shinsei Bank, Jardine Cycle, Keppel Corp, Eagle Cement, Hitachi Transport
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
330 Views
JCNC Is Overstretched Vs. Astra
If you had set up the stub, I would be unwinding here. I'd look to reverse the stub as and when the current momentum reverses.
353 Views