Macro and Flows Tracker - Glimpse of Recovery
We anticipate improvements in the banking sector's intermediary function, supported by ample liquidity and favourable rates
208 Views
Macro and Flows Tracker - Impetus for the Market
Fiscal expansion will be the key to address signs of growing domestic weakness, underpinned by the current large fiscal surplus
266 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...
406 Views
Mitra Keluarga Karyasehat (MIKA IJ) - Stepping on the Gas
Mitra Keluarga has started to step on the gas in expanding new hospitals and increasing capacity at existing hospitals combined with increased...
296 Views
The Week That Was in ASEAN@Smartkarma - GoTo's Initiatives, Berli Jucker & Big C IPO, and Indocement
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
275 Views