Equity Snapshot: April 11, 2023
Indocement Tunggal Prakarsa: Slight revisions to our earnings estimates (INTP.IJ IDR 9,900 BUY.TP IDR 13,300). Following the release of the FY22...
265 Views
The Week That Was in ASEAN@Smartkarma - SCMA's Reset, Metrodata, and Indocement's Alternative Edge.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
315 Views
The Week the Was in ASEAN@Smartkarma - Mitra Adiperkasa, Bukalapak, and Singapore Airlines
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
327 Views
Telekomunikasi Indonesia (TLKM IJ) - Transforming with a Digital Core
Telekomunikasi Indonesia results reflect a company increasingly digital in nature with legacy services fading away and an increasing focus on...
262 Views
Indosat (ISAT IJ) - The Telco Changeling
Indosat has come back from being the underdog amongst the Indonesian telcos to being a quality number two player, with significant potential upside...
255 Views