The Week That Was in ASEAN@Smartkarma - Berli Jucker's Big C, Matahari Department Store, and BREN
The past week saw insights on Berli Jucker (BJC TB), Matahari Department Store (LPPF IJ), Sermsuk PCL (SSC TB), Barito Renewables Energy (BREN IJ),...
475 Views
CrossASEAN Ground Zero - Campina Ice Cream, Mayapada Hospital's Fundraise, and Xurya's Solar Allure
This week we look at the potential sale of Campina Ice Cream and the dairy space and the fundraising plans of Mayapada Hospital with M&A picking up...
539 Views
MS-Indonesia Index Earning Revision (Aug): Telkom Indonesia, XL Axiata, Indo Tambangraya Megah
We analyzed MS-Indonesia's consensus for Aug 2026 and highlighted changes of EPS in Telkom Indonesia (TLKM IJ), XL Axiata (EXCL IJ), Indo...
106 Views
The Week That Was in ASEAN@Smartkarma - Prodia Ready, AEM, and Vinfast
The past week saw insights on Prodia (PRDA IJ) after a management call and AEM (AEM SP) post-management changes, with some economic commentary on...
334 Views
CrossASEAN Ground Zero - Grab's ESG Credentials, Vinfast in Indonesia, Digital Payments, and Evermos
This week we look at Grab's ESG qualities and its recent report along with Vingroup's plans to start EV ride-hailing in Indonesia on top of...
461 Views