Puradelta Lestari (DMAS IJ) - Cars, Drugs, and Data Centres
Puradelta Lestari remains the most interesting industrial estate developer in Indonesia with a high-quality tenant base across growth sectors...
410 Views
The Stocks to Own in ASEAN – Vol. 43
We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology. Portfolio changes: Four stocks remain, 10 stocks added.
43 Views
The Week That Was in ASEAN@Smartkarma - Mitra Keluarga's Growth, NFCX Leads in 2W EVs and BFIN's Era
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
280 Views
Mitra Keluarga Karyasehat (MIKA IJ) - Stepping on the Gas
Mitra Keluarga has started to step on the gas in expanding new hospitals and increasing capacity at existing hospitals combined with increased...
300 Views
The Week That Was in ASEAN@Smartkarma - GoTo's Initiatives, Berli Jucker & Big C IPO, and Indocement
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
281 Views