The Week That Was in ASEAN@Smartkarma - Kalbe Farma, Indosat & AI, and Bank Rakyat Indonesia
The past week saw insights on Kalbe Farma (KLBF IJ), Indosat Tbk PT (ISAT IJ), Bank Rakyat Indonesia (BBRI IJ), DBS (DBS SP), and Paragon REIT...
462 Views
Ultrajaya Milk (ULTJ IJ) - Bringing Milk to the Children
Ultrajaya has seen a strong recovery in its dairy business in 3Q2024 and will be a key beneficiary of the school meals program in Indonesia,...
432 Views
Aequitas 2025 Asia IPO Pipeline - ASEAN, ANZ, ADRs
In this note, we will take a look at the Asia Pacific IPO pipeline for 2025, with a look at ASEAN, ANZ and ADRs, after having looked at HK, India,...
385 Views
Southeast Asia: The Passive Axe Hangs as Positioning Increases
There are 8 Indo, Malay, Thai and Phil stocks that could be deleted from passive portfolios in February. Flow is US$52m-US$123m and impact is 3.5...
503 Views
The Week That Was in ASEAN@Smartkarma - Ace Hardware, Ginebra San Miguel, and Singapore Banks
The past week saw insights on Aspirasi Hidup Indonesia (ACES IJ), Ginebra San Miguel (GSMI PM), DigiPlus Interactive (PLUS PM), Keppel DC REIT and...
449 Views