AKR Corporindo (AKRA IJ) - Chemically and Industrially Enhanced
AKR Corporindo (AKRA IJ) remains a clear industrial proxy for the recovery of the overall Indonesian economy trading at a significant discount to...
200 Views
The Week That Was in ASEAN@Smartkarma - Bukalapak's Storefront, Grab's MSCI Boost, and Unilever Indo
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
197 Views
Risk-Off Signals Abating; Cyclicals Reassert as Rates Rise; Buying Fertilizer and Copper Stocks
Risk-off signals are abating which is an encouraging sign. Charts Highlighted: IWM, IWC, JETS, BAM, CBRE, INVH, JLL, HHC, JOE, MMI, APTS, CTO, AMT,...
231 Views
The Week That Was in ASEAN@Smartkarma - BNI Re-Rating, Indonesian Logistics, and Astra's Recovery
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
116 Views
AKR Corporindo (AKRA IJ) - Chemical and Smelter Driven Growth
AKRA is an interesting proxy to the recovery in the Indonesian economy through its petroleum & chemical distribution, with the kicker of its...
121 Views