bullish

The CrossASEAN Week That Was in ASEAN@Smartkarma - Erajaya, Jardine Matheson, and Philippines Picks

335 Views09 Sep 2024 21:12
The past week saw insights on Erajaya Swasembada (ERAA IJ), Jardine Matheson Holdings (JM SP), and a shortlist of high-conviction buys in the Philippines.
What is covered in the Full Insight:
  • GoTo's Strategy: Vietnam Exit
  • Aspirasi Hidup Indonesia Rebranding
  • Aneka Tambang Performance & Strategy
  • Pertamina Geothermal Energy Expansion
  • Indonesia's Green Electricity Exports
SUMMARY
(Sign Up to Access)
Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
  • Unlock research summaries
  • Follow top, independent analysts
  • Receive personalised alerts
  • Access Analytics, Events and more

Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.

Upgrade later to our paid plans for full-access.

or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 8-minute read)
Discussions
(Paid Plans Only)
chart-bar
Logo
Top Quartile
Angus Mackintosh
ASEAN Insight Provider
CrossASEAN Research
IndonesiaEquity Bottom-UpThematic (Sector/Industry)
x