The Week That Was in ASEAN@Smartkarma - Ace Hardware SSSG Turns Up, United Tractors, and CPALL
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
249 Views
Ace Hardware (ACES IJ) - A Rebound in the Offing
Ace Hardware is one of Indonesia's top quality retailers with the potential for a sharp recovery and valuations looks attractive on 15x FY2023E PER...
270 Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd's Changing Tide, GoTo's Synergies, and Thai Hotels
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
236 Views
The Week That Was in ASEAN@Smartkarma - Alfamart's Growth, Comfort Delgro, and The Keepers
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
231 Views
IDX30/LQ45 Index Rebalance: Big Inflows on ARTO, BBRI, BBCA; Outflows on GOTO, TLKM, BMRI
There are 3 changes each for the IDX30 and LQ45 indices that will be implemented on 29 July. The largest passive inflows are on BBRI, ARTO and...
575 Views