The Week That Was in ASEAN@Smartkarma - Grab Chat, Telkom Oversold, and SET50 Rebalance.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
487 Views
Sumber Alfaria Trijaya (AMRT IJ) - Gaining Momentum and Scale
Sumber Alfaria Trijaya (Alfamart) remains a core retail holding with an increasing investor following after MSCI inclusion. Valuations remain...
285 Views
The Week That Was in ASEAN@Smartkarma - Astra & UNTR Are Cheap, Indonesian Autos, and SCB X
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
270 Views
The Week That Was in ASEAN@Smartkarma - Adaro's Sustainability, ROTI's Diversification, and BUKA.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
310 Views
PT M Cash Integrasi Tbk - New Partnerships Bearing Fruits
Led by SaaS and Cloud Advertising, gross profit share of high-margin products continued to expand by ~20pp YoY to 62% in 1Q22.
227 Views