The Week That Was in ASEAN@Smartkarma - Resilient Indonesia, MAPI's Secret, and SAT's Acquisition.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
188 Views
Medikaloka Hermina (HEAL IJ) - Forging Ahead Beyond COVID
Medikaloka Hermina (HEAL IJ) is unique in Indonesia for its focus on women and children, which makes it a resilient performer plus more than half...
346 Views
Prodia (PRDA IJ) - Injecting Digital Health
Prodia looks cheap as forecast to return to growth over the next two years, with +11% EPS growth forecast for FY2023E and FY2024E, implying a...
254 Views
The Week That Was in ASEAN@Smartkarma - Astra International, Ace Hardware, and DTAC's Merger
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
222 Views
The Week That Was in ASEAN@Smartkarma - Philippines Election,Thai Bev, and XL Axiata
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
236 Views