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Indocement Tunggal Prakarsa (INTP IJ)
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130
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Indonesia
PT Indocement Tunggal Prakarsa Tbk manufactures cement and building materials. Through its subsidiaries, the Company also manufactures and processes ready-mix cement as well as owns and manages properties and hotels.
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bullish
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Thematic (Sector/Industry)
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15 Apr 2020 18:18
Cement - Opportunities in India, Less so in Indonesia from the China Covid-19 Playbook
Construction (and consequently cement demand) will be relatively more resilient during a covid-19 lockdown and could outperform the market in the...
Victoria Li
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398 Views
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bullish
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Semen Indonesia (Gresik)
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27 Mar 2020 10:36
Semen Indonesia Persero Tbk (SMGR IJ) - Fortress Mentality
Semen Indonesia Persero Tbk (SMGR IJ) released a decent set of number for 2019, with a strong finish to the year. It also realised significant...
Angus Mackintosh
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358 Views
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bullish
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Cross Asset Strategy
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24 Feb 2020 14:59
The Week That Was in ASEAN@Smartkarma - Indonesia Telcos, CRC's ESG Et Al, and Malaysian Autos
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
Angus Mackintosh
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328 Views
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bullish
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Cross Asset Strategy
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17 Feb 2020 18:25
The Week That Was in ASEAN@Smartkarma - The Omnibus Law, Bank Risk, and Mobile World
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
Angus Mackintosh
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295 Views
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bullish
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Cross Asset Strategy
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20 Jan 2020 16:05
The Week That Was in ASEAN@Smartkarma - Thai Strategy, Astra, Telkom, and Central Retail IPO
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
Angus Mackintosh
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460 Views
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