Adi Sarana Armada (ASSA IJ) - From the First to the Last Mile
Adi Sarana Armada (ASSA IJ) is a unique combination from different parts of the mobility ecosystem in Indonesia, directly plugged into the booming...
433 Views
The Week That Was in ASEAN@Smartkarma - Indonesia's COVID Gamble, Industrial Gas, and Bukalapak
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
151 Views
Jakarta Composite Index: Impact of Change to Capped Free Float Weighting
The JCI will change from a full market cap weighted index to a capped free float mkt cap weighted index. Beneficiaries are TLKM, BBRI, ASII, BMRI &...
774 Views
Thai Beverage (THBEV): Weak Quarter Ahead
Q2 2021 result brought some optimism especially when the management displayed cost savings ability but the spirits and beer outlook remain soft as...
320 Views
Thai Beverage (Thbev): Delayed Beer IPO and Undervaluation
Thai Bev has not been very fortunate in the past few weeks; rising cases in Bangkok that caused the management to call off the BeerCo IPO, dampened...
390 Views