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Kalbe Farma (KLBF IJ)
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161
Analysis
Health Care
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Indonesia
PT Kalbe Farma Tbk produces and develops pharmaceutical products for human and animal healthcare. Through its subsidiaries, the Company also operates in the pharmaceutical, health food, and packaging industries.
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bullish
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Thematic (Sector/Industry)
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31 May 2020 18:18
Smartkarma Originals
Asian Hospitals - In Through The Out Door
Intuitively, you would expect hospitals to do well during a pandemic given a spike in the number of sick people but quite the opposite is true. In...
Angus Mackintosh
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635 Views
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bullish
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Cross Asset Strategy
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17 May 2020 10:05
CrossASEAN Strategy - The Penny Drops for Indonesia - Buy Staples
It's been two months since Indonesia admitted that COVID-19 had reached its hallowed shores. The country started to encourage social distancing...
Angus Mackintosh
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215 Views
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bullish
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Cross Asset Strategy
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27 Apr 2020 13:13
The Week That Was in ASEAN@Smartkarma - Remarkable Vietnam, Indonesian Retail, and Thai Banks
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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302 Views
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bullish
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Ultrajaya Milk
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22 Apr 2020 08:00
Ultrajaya Milk Ind & Trading (ULTJ IJ) - The Dairy King of Indonesia
Based up in the cooler climes of Bandung, Ultrajaya Milk Ind & Trading (ULTJ IJ) is one of Indonesia's hidden GEMs, with a 40% share of the...
Angus Mackintosh
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544 Views
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bullish
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Cross Asset Strategy
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06 Apr 2020 12:24
The Week That Was in ASEAN@Smartkarma - Asian Digital Banking, Defensive Indo Media, and Breadmakers
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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339 Views
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