PT PP Persero: A Less Flashy But Solid Contractor
Pembangunan Perumahan (Persero) Tbk Pt (PTPP IJ) is a solid contractor, notably with higher margins than rival SOEs. Despite challenges in the...
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Indonesian Infrastructure - UnUsual Suspects
Which companies come into your portfolio when you want to invest in Indonesian infrastructure...
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The Week that Was in ASEAN@Smartkarma - Gaming, Education, and Logistics
The last week in ASEAN@Smartkarma was prolific with 32 insights being published across the region, which include an eclectic mix of both bottom up...
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WIKA: SOE to Benefit from High-Speed Rail Project
Cheap on a core profit basis, more attractive to analysts, and earnings on an upcycle trend relative to its sector As one of Indonesia’s top...
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The Week that Was in ASEAN@Smartkarma - Hybrids, Taxis, and Airports
This past week's offering across ASEAN@Smartkarma includes a substantive mix of both top-down and thematic and equity bottom-up analysis. Please...
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