Bank Central Asia (BBCA IJ) - Leading in Transactional Banking and Returns
Bank Central Asia remains the best quality bank in Indonesia, with consistently high returns and strong risk management culture, with a convincing...
301 Views
IDX30/LQ45/IDX80 Index Rebalance: Float & Capping Changes
Float and capping changes will require passive trackers to buy BBCA and sell BBRI at the close on 28 April. There are changes to other stocks as...
540 Views
The Week That Was in ASEAN@Smartkarma - MAPI's Remoulding, Sido Muncul, and Bukalapak's Renaissance
The past week saw insights on Mitra Adiperkasa (MAPI IJ), Ace Hardware Indonesia (ACES IJ), and Bukalapak (BUKA IJ), as well as rapidly...
315 Views
Asia Ex-Japan: Financials Recovery Leaves China Behind
Financials exposure moves higher. Active weights hit their highest level since early 2020. Indonesia, Singapore and India Financials were the...
232 Views
The Week That Was in ASEAN@Smartkarma - Astra's Future, Matahari Dept Store on Form, and GoTo's IPO
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
292 Views