LQ45 Index Rebalance Preview (July): Identifying Potential Changes
There could be 5 changes to the LQ45 in July. Given emphasis on liquidity, the impact on the deletes is higher than on the adds. Historically, the...
449 Views
The Week That Was in ASEAN@Smartkarma - GoTo CM Breakeven, Siloam Hospitals, and BNI in Better Shape
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
273 Views
AKR Corporindo (AKRA IJ) - A Winning Formula
AKR Corporindo is an interesting proxy for the next stage of Indonesia's economic growth through its exposure to smelters through its chemicals...
318 Views
The Week the Was in ASEAN@Smartkarma - Mitra Adiperkasa, Bukalapak, and Singapore Airlines
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
334 Views
AKR Corporindo (AKRA IJ) - Smelting Upwards
AKRA, one of the best quality industrials in Indonesia, booked above consensus numbers with net profit increasing +117% YoY. We expect strong...
259 Views