IDX30/LQ45/IDX80 Index Rebalance: Large Flows in Some Stocks with 4 Days to Implementation
There are 2 constituent changes each for the IDX30, LQ45 and IDX80 indices to be implemented at the close on 31 Oct. There are stocks with multiple...
534 Views
Kalbe Farma (KLBF IJ) - Fuelling Health Consciousness in Indonesia
Kalbe Farma remains confident in the guidance of +11%-15% growth in sales and EPS for FY2022E and remains an interesting play on increasing health...
335 Views
The Week That Was in ASEAN@Smartkarma - Alfamart's Growth, Comfort Delgro, and The Keepers
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
234 Views
IDX30/LQ45 Index Rebalance: Big Inflows on ARTO, BBRI, BBCA; Outflows on GOTO, TLKM, BMRI
There are 3 changes each for the IDX30 and LQ45 indices that will be implemented on 29 July. The largest passive inflows are on BBRI, ARTO and...
578 Views
Fears of PSA Singapore
The containerised throughput of Singapore surged 9.1% year-on-year in the first 11 months of the year, courtesy of some shipping lines aggregating...
229 Views