Kalbe Farma (KLBF IJ) - Back to The Future
Kalbe Farma (KLBF IJ) is one of the key proxies for increasing healthcare penetration and health consciousness in Indonesia through prescription...
544 Views
The Week That Was in ASEAN@Smartkarma - Bank Mandiri's Livin', BliBli's Different, and AoT's Rebound
The past week saw insights on Bank Mandiri, Global Digital Niaga (BELI IJ), Airports of Thailand (AOT TB), Bank Negara Indonesia (BBNI IJ), and...
458 Views
The Week That Was in ASEAN@Smartkarma - Bank Negara Indonesia, XL Axiata Leading Data, and VNG.
The past week saw insights on Bank Negara Indonesia, XL Axiata, Golden Energy & Resources , and VNG (VinaGame) IPO, a macro insight on Singapore,...
443 Views
Sido Muncul (SIDO): Past Is Not Indicative of Future
SIDO's record high performance during COVID is unlikely to be repeated, and FY 22 result was telling. The valuation level is also not cheap at 7x...
903 Views
Puradelta Lestari (DMAS IJ) - Cars, Drugs, and Data Centres
Puradelta Lestari remains the most interesting industrial estate developer in Indonesia with a high-quality tenant base across growth sectors...
417 Views