The Week That Was in ASEAN@Smartkarma - BCA's Connectivity, VinFast to IPO, and I-Tail Corp Listing
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
379 Views
Indonesian Banks 3Q22 Screener; Negara Stands Out as the Value Pick
Bank Negara is our key value pick with its very attractive valuations including PEG ratio, we continue to favour Bank Mandiri, but it is our...
342 Views
Bank Central Asia (BBCA IJ) - Demonstrating Digital Prowess
Bank Central Asia (BBCA IJ) continues to be a core holding and trades at a premium to its peers for good reason and it has already demonstrated its...
147 Views
SEA EConomy - A Squall in 2022 with Rough Seas Ahead
Major digital players in South-East Asia will release 3Q results next month with all eyes focused on take rates, contribution margins, and Adjusted...
274 Views
IDX30/LQ45/IDX80 Index Rebalance: Float & Capping Changes on Monday
Float and capping changes will result in selling on BBCA & EMTK and buying on GOTO, TLKM, BMRI, BBRI & ASII. This is an opportunity to sell some...
363 Views