The Week That Was in ASEAN@Smartkarma - Ace Hardware's Spike, Erajaya's Ramp-Up, and Leader Energy
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
426 Views
Property - Minimal impact from subsidized housing regulation
However, the regulation may only have a limited impact on listed developers due to differences in the price range and the target market segment
401 Views
The Week That Was in ASEAN@Smartkarma - Deltamas on Form, Metrodata Enabling Digital, and DBS & Oil
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
319 Views
Property - Rallying with Strong Momentum
Indonesian property sector stocks have demonstrated strong performance year to date, outperforming the Jakarta Composite Index (JCI) by 22%
319 Views
Indocement (INTP IJ) - A Bulky Take Off
Indocement overperformed the overall Indonesian cement market in 1Q2023 in terms of growth, especially in the bulk market. 2H2023 is expected to...
288 Views