The Week That Was in ASEAN@Smartkarma - Matahari Dept Store Has Style, Bank Mandiri, and Astra Intl.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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Infrastructure: Earnings Revision for SOE Contractors
Following the release of the FY22 results, we revise our earnings estimates for SOE contractors under our coverage. All in all, we expect the SOE...
262 Views
Equity Snapshot: April 18, 2023
Following the release of the FY22 results, we revise our earnings estimates for SOE contractors under our coverage. State Budget Recorded Surplus...
267 Views
Pertamina Geothermal IPO: The Investment Case
The investment case rest on steady growth, high margins, strong cash generation, manageable leverage, ambitious growth plans and attractive...
498 Views
The Week That Was in ASEAN@Smartkarma -Bank Central Asia, Bank Negara Indonesia, and Central Retail.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
257 Views