The Week That Was in ASEAN@Smartkarma - Astra's Omnipresence, Grab's Taxi Win, and AKRA
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
362 Views
SIDO MUNCUL (SIDO IJ) - Downgrade on Sluggish Performance
SIDO MUNCUL(SIDO IJ)Downgrade on sluggish performanceWeak purchasing power at the grassroots level has restricted SIDO’s sales volume growth this year
335 Views
LQ45 Index Rebalance: Two Changes in a Few Days
GGRM and MAPI replace TINS and JPFA in the LQ45. Passives need to buy between 1-3x ADV in the next 4 trading days. There will be pre-positioning on...
551 Views
The Week That Was in ASEAN@Smartkarma - TOA's Troubles, Indonesian Brewing, and Sido Muncul
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
377 Views
Sido Muncul (SIDO): Past Is Not Indicative of Future
SIDO's record high performance during COVID is unlikely to be repeated, and FY 22 result was telling. The valuation level is also not cheap at 7x...
902 Views