The Week That Was in ASEAN@Smartkarma - Siloam Intl Hospitals, BliBli & Djarum, and Delfi Ltd
The past week saw insights on Siloam International Hospitals (SILO IJ), Global Digital Niaga (BELI IJ), Delfi Ltd (DELFI SP), Bangkok Bank (BBL...
425 Views
The Week That Was in ASEAN@Smartkarma - Prodia's Cure, Ace Hardware, and Erajaya's Growing Volumes
The past week saw insights on Ace Hardware Indonesia (ACES IJ), Prodia (PRDA IJ), Erajaya Swasembada (ERAA IJ), and Barito Renewables Energy (BREN...
284 Views
Glove & PPE Stocks in Play Over Past Week
Top Glove, Medtecs International, UG HealthCare and Riverstone have averaged 24% returns in the month-to-date, partially attributed to the Biden...
277 Views
Ansell Ltd (ANN AU): Worst Not Over Yet; Unfavorable Macro Backdrop Persists; Bleak FY24 Guidance
Ansell reported 11% decline in revenue in FY23, due to significant customer destocking in healthcare business. With continued near-term sector...
529 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...
415 Views