IDX30/LQ45/IDX80 Index Rebalance: BIG Flows for Some Stocks
The Indonesian indices rebalance at the close today and there will be multiple days of volume going through on some stocks.
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The Week That Was in ASEAN@Smartkarma - Sea Ltd's Rout, GoTo's Budget Focus, and Indosat's Surge
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
405 Views
Pertamina Hulu Energi Early Look - The Negatives - Past Growth Record Seems Lackluster
Pertamina Hulu Energi is looking to raise around US$1bn in its upcoming Indonesia IPO. In this note we talk about the not so positive aspects of...
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Pertamina Hulu Energi Early Look - The Positives - High Domestic Market Share
Pertamina Hulu Energi (PHE) is looking to raise around US$1bn in its upcoming Indonesia IPO. In this note, we talk about the positive aspects of...
394 Views
CIMB Group – A Positive Turn
CIMB GROUP: CIMB core results improved 5.1x linked quarter, driven by NIM expansion, loan growth, and decline in loss provisions. Loss reserves are...
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