Indonesia Strategy - Caught in a Perfect Updraft?
Despite the JCI knocking on all-time highs, valuations continue to look attractive with prospects of a better 2H2024 and lower interest rates. Top...
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BUY: First Pacific Company (142 HK): Right Stock Trapped in the Wrong Market
First Pacfic Company's holdings in Southeast Asia are benefiting from monetary easing. Indofood and PLDT share prices have recently re-rated and...
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Indonesian Digital Banks - Ecosystems and Channels
Indonesian Digital Banks are an increasing focus for investors with the potential to serve the huge numbers of underbanked in Indonesia through...
3.9k Views
Delfi Ltd (DELFI SP) - Sweeter Times Ahead?
Delfi Ltd (DELFI SP) saw some impact from the weaker IDR and higher cocoa prices in 1H2024 but prospects for 2H2024 look more promising with less...
382 Views
The Week That Was in ASEAN@Smartkarma - Bukalapak, Merdeka Copper & Gold, and Intouch
The past week saw insights on Bukalapak.com PT Tbk (BUKA IJ), Merdeka Copper Gold Tbk PT (MDKA IJ), Intouch Holdings (INTUCH TB), and Vale...
353 Views