LQ45 Index Rebalance Preview (Feb 2022): Potential Changes Later This Month
Changes to the LQ45 Index will be announced soon & become effective after the close on 31 Jan. We see three potential changes. The adds outperform...
668 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
Lippo Karawaci (LPKR IJ) - Building Solid Foundations
Lippo Karawaci's results made for interesting reading with underlying profitability improving in its real estate and lifestyle segments as it...
317 Views
Property: Riding on the Rate Cut Sentiment (OVERWEIGHT)
Historical data shows property stocks’ RNAV discounts tend to fall during a series of rate cuts or when rates plateau post a series of hikes.
240 Views
The Week That Was in ASEAN@Smartkarma - Bank Rakyat Indonesia, BFIN, Prodia, and Shakey's Pizza
The past week saw insights on Bank Rakyat Indonesia, Prodia (PRDA IJ), BFI Finance Indonesia (BFIN IJ), Bumrungrad Hospital (BH TB), and Shakey's...
220 Views