Shift Exposure From EAFE to EM
We are recommending a shift from developed international markets (EAFE) to emerging market equities, as the MSCI EM index is breaking topside...
759 Views
Link Net (LINK IJ) - Lifting a Long-Term Overhang
After a long wait and much speculation, Global Mediacom (BMTR IJ) announced yesterday that its unit MNC Vision Networks (IPTV IJ) had agreed to...
755 Views
PT Surya Citra Media Tbk (SCMA IJ) - The Transitional - On the Ground J-Town
A meeting PT Surya Citra Media Tbk (SCMA IJ) in Jakarta to discuss progress on the companies moves into the digital space revealed positive...
445 Views
Sritex (SRIL): Protectionist Rule Beneficiary
As the Indonesian anti-dumping committee found that dumping practice has been carried out by producers from China, the committee recommended to the...
391 Views
Unilever (UNVR): Beneficiary from Improving Infrastructure
In LQ 45, Unilever Indonesia (UNVR IJ) has underperformed majority of the index constituents and ranked in the middle. However, better...
366 Views