The Week That Was in ASEAN@Smartkarma - Small Cap Quicksand, United Tractors, and Indo Financials
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
303 Views
Bank Central Asia (BBCA IJ) - Flush with Liquidity but Fully Valued
A conversation with Bank Central Asia (BBCA IJ) management last week revealed a bank in an easier state of liquidity than its peers, given its lead...
390 Views
Indonesian Financials: Great Expectations
Asia Ex-Japan funds are more exposed to Indonesian Financials than at any time in our holdings history. Average allocations stand at 1.98%, the...
342 Views
The CNY Week That Was in ASEAN@Smartkarma - Thai Retail, Bank Rakyat, and Singapore REITs
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
386 Views
Bank Rakyat Indonesia Persero: Overbought Signals: Is This Peak Rakyat?
Bank Rakyat Indonesia Perser (BBRI IJ) shares have skyrocketed on the latest FY19 numbers. RSI is now at 78.48. Investors have been crowding into...
365 Views