Siloam International Hospital (SILO IJ) - Base Cases Improvement
We are positive about Siloam International Hospital (SILO IJ), given its ongoing progress on improving profitability, the recovery in its base...
370 Views
LQ45 Index Rebalance: BRPT, TINS In; BTPS, CTRA Out
The LQ45 rebalance will be implemented at the close on 30 July. BRPT & TINS have been included, replacing BTPS & CTRA. There is a large impact on...
396 Views
The Week That Was in ASEAN@Smartkarma - Indonesia's Wave, Del Monte, and Grab's Alliances
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
128 Views
CrossASEAN Indonesian Strategy - Peaks and Troughs
Indonesia has extended its PPKN mobility measures until the end of July but we are starting to see some positive signs pointing to a peak in cases....
163 Views
The Week That Was in ASEAN@Smartkarma - Indonesia's Peak, Mayora Indah, and IPOs
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
171 Views