Jasa Marga (JSMR): High Debt and Fully Valued
At the current level, investors should wait before adding more Jasa Marga into the portfolio as it is trading at 5 years high in PER and also its D...
181 Views
Semen Indonesia (SMGR IJ) - Catch the Infrastructure Wave?
Semen Indonesia remains a key proxy for the recovery in the Indonesian economy and especially as infrastructure spending picks up driving renewed...
248 Views
The Week That Was in ASEAN@Smartkarma - Indonesian Property Boon, Philippine NPLs, and Drugs
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
198 Views
Jasa Marga (JSMR):Recovery Play and Low Capex
The price increase, traffic recovery, and potential low contribution from the construction business are the three key elements that will drive the...
329 Views
The Week That Was in ASEAN@Smartkarma - OTT's Back, Indonesian Consumer Health, and Lippo Karawaci
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
235 Views