Semen Indonesia (SMGR IJ) - A Set Up with New Capacity and Lower Costs
Semen Indonesia (SMGR IJ) is well set up for a recovery in earnings for the next two years, with great synergies to come from Semen Baturaja....
394 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...
235 Views
IDX30/LQ45 Index Rebalance: BIG Impact Changes in Limited Time
There are 2 changes to the IDX30, 5 to the LQ45, and 9 to the IDX80. There are a few large impact/flow names on the IDX30/LQ45 indices. The adds...
552 Views
Indocement Tunggal Prakasa (INTP IJ) - Bulky Recovery in Place
We see Indocement as an interesting and high-quality proxy to the recovery in the Indonesian economy, given its exposure to infrastructure through...
300 Views
The Week That Was in ASEAN@Smartkarma - Grab Deep Dive, Philippines REITs, and Indonesia Convergence
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
160 Views