Indo Strategy: What If EM Contagion Unravels?
In times of fluid Rupiah situation like now, we take Rupiah as the leading indicator over stock market, not the other way around. Stabilizing...
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The Week that Was in ASEAN@Smartkarma - Malaysian Politics, Indonesian Media and Thai-Coons
This week's offering across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable insights from across...
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ITMG: Double-Digit Dividend Yield in Indonesian Coal
Low debt levels, good price momentum, and relatively strong analyst recommendation relative to its sector Synergies with recently acquired PT...
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Banpu Diversifies Into Green Energy
Banpu is arguably one of our worst investments ever. The company has lost 70% of its market cap since the highs, and we're glad to get out. These...
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The Week that Was in ASEAN@Smartkarma - Gaming, Education, and Logistics
The last week in ASEAN@Smartkarma was prolific with 32 insights being published across the region, which include an eclectic mix of both bottom up...
338 Views