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...
282 Views
Siloam International Hospitals (SILO IJ) -Revival of Core Patient Business in Motion
Siloam continues to expand its hospital portfolio but may look to acquire more brownfield assets in future plus it is experimenting with a managed...
385 Views
Mitra Keluarga Karysehat (MIKA IJ) - Back to the Business of Patient Health
Mitra Keluarga Karyasehat remains a key proxy for rising healthcare penetration in Indonesia, with valuation attractive from a historical basis as...
247 Views
Astra International (ASII IJ) - The Perfect Storm Driving Performance
Astra International's 1Q2022 numbers reflect its prime positioning as a beneficiary of recovering domestic growth in Indonesia and its exposure to...
326 Views
The Week That Was in ASEAN@Smartkarma - MAPI's Remoulding, Sido Muncul, and Bukalapak's Renaissance
The past week saw insights on Mitra Adiperkasa (MAPI IJ), Ace Hardware Indonesia (ACES IJ), and Bukalapak (BUKA IJ), as well as rapidly...
318 Views