Jasa Marga (JSMR): High Debt and Fully Valued
At the current level, investors should wait before adding more Jasa Marga into the portfolio as it is trading at 5 years high in PER and also its D...
181 Views
The Week That Was in ASEAN@Smartkarma - Indonesian Property Boon, Philippine NPLs, and Drugs
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
198 Views
Jasa Marga (JSMR):Recovery Play and Low Capex
The price increase, traffic recovery, and potential low contribution from the construction business are the three key elements that will drive the...
329 Views
The Week that Was in ASEAN@Smartkarma - Thai Banks, BCA, and Thai Union
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
189 Views
LQ45 Index Rebalance Preview: Potential Candidates for Change
The LQ45 rebalance will be effective after the close of trading on 29 January and the announcement will be made in the next few days. There could...
378 Views