Bank Mandiri Persero (BMRI IJ) - Time to Look Forward
Bank Mandiri Persero (BMRI IJ) remains a core holding in Indonesia, as a play on the recovery of loan growth, as the economy picks up and...
200 Views
LQ45 Index Rebalance: TPIA, MEDC In; SCMA, SRIL Out
TPIA and MEDC have been included in the LQ45 Index while SCMA and SRIL have been deleted. The changes are effective at the close on 29 January and...
355 Views
The Week that Was in ASEAN@Smartkarma - Thai Banks, BCA, and Thai Union
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
191 Views
Adi Sarana Armada (ASSA IJ) - Auto Leasing, Logistics, and the Last Mile
ASSA is Indonesia's leading B2B car leasing company moving aggressively into related businesses of auto auctions, logistics, and the last mile...
415 Views
KTC – Disconnect Remains
KTC came out with results that do not appear to support its surge in valuations during November and December. We see a disconnect with market...
314 Views