The Week That Was in ASEAN@Smartkarma - Indonesia & CPO, ROTI, and Siam Cement
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
289 Views
Bank Negara Indonesia (BBNI IJ) - Let the Re-Rating Continue
Bank Negara Indonesia (BBNI IJ) has already seen some upward re-rating since the last results but this can continue as its digital strategy bites...
271 Views
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...
312 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...
557 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...
318 Views