IDX30/LQ45/IDX80 Index Rebalance: 4 Days to Implementation
There are 3, 6 and 7 changes for the IDX30, LQ45 and IDX80 indices. There are only 4 days to implementation and multiple days ADV to trade on a lot...
844 Views
The Week That Was in ASEAN@Smartkarma - Sido Muncul's Inflationary Pinch, XL Axiata, and Thai Banks
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
214 Views
Sido Muncul (SIDO IJ) - Opportunity in Adversity
Sido Muncul (SIDO IJ) saw a sharp correction post its numbers but we would expect some recovery in 1H2022 and a resumption of growth in FY2023 plus...
306 Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd's Changing Tide, GoTo's Synergies, and Thai Hotels
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
232 Views
ASEAN Consumer: Still Plenty to Benefit?
After the recent trip to Jakarta, I found enlightenment on why consumer names in Indonesia are worth investing in for the longer term. There is...
337 Views