The Week That Was in ASEAN@Smartkarma - Bank Rakyat Indonesia, Buy Now Pay Later, and BFI Finance
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
222 Views
The Stocks to Own in ASEAN – Vol. 37
Our research team constantly reviews the ASEAN markets to try to find interesting ideas based on Fundamentals or Valuation or Momentum or Risk or...
339 Views
The Week That Was in ASEAN@Smartkarma - Indonesian Goldilocks, BCA's Inflexion, and Sido Muncul
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
143 Views
Sido Muncul (SIDO): Time to Add
With the overseas expansion plan resumption and the potential for mean reversion, it is not a bad idea to hold SIDO given the underperformance vs...
434 Views
Sido Muncul (SIDO IJ) - A Consumer Health Gem
Sido Muncul (SIDO IJ) is an increasingly interesting consumer health play for Indonesia, with its main brand a household name, with signs that its...
339 Views