Oil and Gas: Fragile Recovery: Not Out of the Red Yet
The global crude oil prices showed a hike in Apr-2024 with average Brent spot price stood at USD89.0/BBL and WTI at USD84.4/BBL, respectively...
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The Week That Was in ASEAN@Smartkarma - BCA Leads, BFIN Is Back, and Thai Banks
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
252 Views
The Week That Was in ASEAN@Smartkarma - Ace Hardware's Lifestyle, AKR Corporindo, and Sai Gon Cargo
The past week saw insight on Ace Hardware Indonesia (ACES IJ), AKR Corporindo (AKRA IJ) Sai Gon Cargo Service (SCS VN), Delta Djakarta (DLTA IJ),...
295 Views
Equity Strategy: Short-Term Domestic Growth Challenges in 2Q24 May Drive Further De-Risking
Our FY23 results recap shows market EPS growth of -12% yoy, but growth would reach +4.1% if we exclude one-offs (mainly from GOTO).
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Indonesia's Election - When the Music's Over?
We remain positive on the outlook for Indonesia, with increased government spending to fast-track Jokowi's legacy projects. Prabowo also looks set...
282 Views