Indonesian Banks Screener; Negara Remains the Stand Out
We stick with Bank Negara and Bank Mandiri as buys, given their low PE multiples and attractive PEG ratio; Bank Rakyat's cost of risk and returns...
429 Views
The Week That Was in ASEAN@Smartkarma - Siloam International Intl Hospitals, Bank Rakyat, and MrDIY
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
328 Views
Index Rebalance & ETF Flow Recap: KS200, KQ150, Yuanta Div+, LIT, HSCI, IDX, Japan Positioning
This recap highlights Insights covering Asian index rebalances (announcements/ forecasts/ IPO Fast Entry/ M&A driven changes). We also highlight...
719 Views
IDX30/LQ45/IDX80 Index Rebalance: Float & Capping Changes on Tuesday
Float and capping changes will be implemented at the close on 31 October and will require passive trackers to sell BBCA, ADRO and BMRI while buying...
650 Views
The Week That Was in ASEAN@Smartkarma - Solid BCA, Medikaloka Hermina, and The Keepers Season
The past week saw insights on Bank Central Asia (BBCA IJ), Medikaloka Hermina (HEAL IJ), Sariguna Primatirta (CLEO IJ), Philippine Stock Exchange...
369 Views