LQ45 Index Rebalance Preview (July): Identifying Potential Index Changes
We have identified 5 potential changes for the LQ45 Index in July. There will also be capping flows for BBCA and BBRI. Historically, adds and...
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MUFG Seeks A Majority Stake In Mandala
The only pushback is if the regulator has an issue with MUFG becoming the dominant player. Barring that, at a gross/annualised spread of 23%/31%,...
369 Views
GoTo Gojek Tokopedia (GOTO IJ) - Fintech Leading The Charge
GoTo Gojek Tokopedia 3Q2024 results made for positive reading, with core proforma GTV increasing by 74% YoY, with net revenues growing +106% YoY,...
252 Views
The Week That Was in ASEAN@Smartkarma - Bank Rakyat's Turn, Sido Muncul, and BFI Finance Indonesia
The past week saw insights on Bank Rakyat Indonesia (BBRI IJ), Sido Muncul (SIDO IJ), BFI Finance Indonesia (BFIN IJ), Sheng Siong (SSG SP), and...
320 Views
GoTo Gojek Tokopedia(GOTO IJ) - Lifting Clouds
Alibaba's agreement to lock up its GOTO stake for 5 years in exchange for using Alibaba Cloud services lifts a share price overhang, aligning...
353 Views