PT Medikaloka Hermina (HEAL IJ) - Women & Children with Increasing Intensity
Medikaloka Hermina (HEAL IJ) saw a strong recovery in patient volumes in 1Q2023, with margins starting to normalise from COVID highs and occupancy...
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LQ45 Index Rebalance Preview (July): Review Period Nearly Complete
There could be up to 5 changes for the LQ45 in July. The impact of passive trading will be higher on the deletes compared to the adds....
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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...
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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.
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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...
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