SET50 Index Rebalance Preview: Revised Methodology & Potential Changes
TIDLOR and BANPU are high probability inclusions to the SET50 in Dec while STA is a high probability deletion. DELTA and BJC could be deletes on...
523 Views
The Week That Was in ASEAN@Smartkarma - Telkom Digitally Remastered, MAPI, and DTAC & True Merger
The week that was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
220 Views
Berli Jucker (BJC TB) - Canned Recovery in Motion
Berli Jucker (BJC TTB) is on the cusp of a strong recovery going into 4Q2021, and even more so in 2021, mainly driven by its retail and packaging...
360 Views
Grab - Resilience in Motion
Grab's recent results reflected a resilient performance as growth in deliveries more than offset the slower performance in mobility due to...
338 Views
ASEAN Reopening: Tourism and Transport Reboot
Rebound in the travel and tourism-related names is about to hit an inflection point that could torpedo the share price back into the pre-COVID-19...
184 Views