The Week That Was in ASEAN@Smartkarma - Astra International, Bukalapak, and Bank Negara Indonesia
The past week saw insights on Bank Negara Indonesia (BBNI IJ), Bukalapak, Astra International, Siloam International Hospitals, Bumrungrad Hospital,...
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Junior Copper Miners: Many Juniors Are Lagging Copper Price YTD
BHP's bid for Anglo American has woken up generalist investors to the looming copper deficit forecast later this decade.
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Bukalapak (BUKA IJ) - Eureka Moment with Better Visibility Ahead
Bukalapak is expected to see sustainable profitability accompanied by revenue growth, with the marketplace recovering with a better product mix....
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Indonesia: Prabowo Risk Beginning to Hurt IDR, Requiring Tighter Money
Despite a smaller fiscal deficit (1.6% of GDP) in 2023, markets are pricing in "Prabowo risk". The switch to a current account deficit will...
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Keisei Electric Rail (9009): For Relative Value Trade
Keisei's management received another pressure from activist investor to divest more stakes in Oriental Land. Weak Yen will help to bring tourists...
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