Macro and Flows Tracker - Not All Is Well
The global manufacturing sector depicted some positive signs in July, with more countries reporting stronger activity, including Indonesia
332 Views
LQ45 Index Rebalance: Two Changes in a Few Days
GGRM and MAPI replace TINS and JPFA in the LQ45. Passives need to buy between 1-3x ADV in the next 4 trading days. There will be pre-positioning on...
539 Views
The Week That Was in ASEAN@Smartkarma - Ace Hardware's Spike, Erajaya's Ramp-Up, and Leader Energy
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
434 Views
Ace Hardware Indonesia (ACES IJ) - Cementing a Positive Performance
Ace Hardware's June SSSG confirmed very strong growth momentum and the positive impact of its BOOM sale, with headline SSSG at +10.7% YoY, after a...
597 Views
The Week That Was in ASEAN@Smartkarma - Alfamart's Take-Off, Siloam Hospitals, and Cinema XXI IPO.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
445 Views