The Week That Was in ASEAN@Smartkarma - Solid BCA, Medikaloka Hermina, and The Keepers Season
The past week saw insights on Bank Central Asia (BBCA IJ), Medikaloka Hermina (HEAL IJ), Sariguna Primatirta (CLEO IJ), Philippine Stock Exchange...
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Bank Central Asia (BBCA IJ) - Batting Above Average
Bank Central Asia (BBCA IJ) released another set of positive numbers in 3Q2023, outperforming the overall sector on loan and CASA growth, allowing...
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Medikaloka Hermina (HEAL IJ) - Starting Patients Young
Despite exhibiting the strongest growth amongst its peers, the company still trades at a significant discount to Mitra Keluarga Karyasehat (MIKA...
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Indonesian Strategy - Election Race Hots Up Amidst Profits Recovery
We explore the prospects across different sectors in Indonesia with a positive view on banks, retail, consumer staples, property, and Astra...
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Banking - Growth in TD While Awaiting Liquidity Improvements
With the market awaiting liquidity improvements, the rising trend in the LDR and TD growth may persist in Sep 23 in our view. Our sector and stock...
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