The Week that Was in ASEAN@Smartkarma - Thai Banks, BCA, and Thai Union
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
196 Views
LQ45 Index Rebalance Preview: Potential Candidates for Change
The LQ45 rebalance will be effective after the close of trading on 29 January and the announcement will be made in the next few days. There could...
400 Views
BlueBird (BIRD): Flying Higher
At 9.8 EV/EBITDA and 0.73 PBR, Blue Bird (BIRD IJ) is currently trading at 42% and 44% discount in EV/EBITDA and PBR compared to its peers despite...
434 Views
The Week that Was in ASEAN@Smartkarma - Digital Festive Cheer, Sea Ltd Going Financial, and KEX
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
185 Views
Bank Mandiri Persero (BMRI IJ) - A Plethora of Good News
Bank Mandiri management has revealed better than expected progress on loan restructuring plus a number of other positives including rapidly falling...
422 Views