Mitra Adiperkasa (MAPI IJ) - Reasons to Be Cheerful
1Q2022 results highlighted that Mitra Adiperkasa is back on an expansion tack both in Indonesia and South-East Asia, which looks set to gain...
451 Views
Adi Sarana Armada (ASSA IJ) - Mobility, Logistics, and the Digital Economy
Adi Sarana Armada (ASSA IJ) is a proxy for mobility through car leasing, online and offline used car sales through Autopedia, and last-mile...
568 Views
GEM Weekly (25 Feb 2022): Thailand and South Korea Macro; Alibaba, Ant, Tencent, Indian IT, Lazada
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
269 Views
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
PT Surya Citra Media Tbk (SCMA IJ) - Undervalued in Digital
PT Surya Citra Media Tbk (SCMA IJ) looks like the undervalued child of Emtek (EMTK IJ), despite its move into the OTT and digital advertising space...
286 Views