LQ45 Index Rebalance: Two Changes in a Few Days
GGRM and MAPI replace TINS and JPFA in the LQ45. Passives need to buy between 1-3x ADV in the next 4 trading days. There will be pre-positioning on...
551 Views
The Week That Was in ASEAN@Smartkarma - Alfamart's Take-Off, Siloam Hospitals, and Cinema XXI IPO.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
449 Views
Sumber Alfaria Trijaya (AMRT IJ) - Talking Mini-Markets and Convenience
Sumber Alfaria Trijaya (Alfamart) booked some strong SSSG for June bringing its YTD number into line with its FY2023 projection and the company...
503 Views
Macro and Flows Tracker - Gear Up
Gear UpDespite fiscal expansion in 2H, the government has a lower fiscal deficit target on higher revenues. Supporting domestic aggregate demand...
218 Views
The Week That Was in ASEAN@Smartkarma - TOA's Troubles, Indonesian Brewing, and Sido Muncul
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
377 Views