In today’s briefing:
- The Christmas Week That Was in ASEAN@Smartkarma – Malaysian Reshuffle, GoTo Plays Safe, and Alfamart
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The Christmas Week That Was in ASEAN@Smartkarma – Malaysian Reshuffle, GoTo Plays Safe, and Alfamart
- The Past Week saw insights on GoTo Gojek Tokopedia (GOTO IJ), Sumber Alfaria Trijaya (AMRT IJ), Airports of Thailand (AOT TB) and the Philippine Stock Exchange (PSE PM).
- There was also a macro insight on Malaysia and further insights on Vietnam International Bank (VIB VN), Victoria Care Indonesia Tbk (VICI IJ), and a SET50 Index Rebalance.
- The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity bottom-up, from across Southeast Asia.