The Week That Was in ASEAN@Smartkarma - Matahari Department Store, Avian's Glosy, and Vinfast
The past week saw insights on Matahari Department Store (LPPF IJ), Adi Sarana Armada (ASSA IJ), PT Avia Avian (AVIA IJ), Vinfast (VFS US), and...
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Index Rebalance & ETF Flow Recap: HSI, LQ45, FXI, 2823 HK, SENSEX
This recap highlights Insights covering Asian index rebalances (announcements/ forecasts/ IPO Fast Entry/ M&A driven changes). We also highlight...
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CrossASEAN Ground Zero - GoTo's Sustainability Verified, 2W EVs, and the Stormy Year Ahead
CrossASEAN Ground Zero is a new thematic weekly product that will focus on key Southeast Asian digital themes and technology trends with a core...
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LQ45 Index Rebalance Preview (Jan): Reading the Tea Leaves
There could be 5 potential changes for the LQ45 Index in January. The potential adds have performed well while the potential deletes are trading...
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Banks - Steady Despite the Turbulence
Maintain Overweight on decent earnings growth, a sound macrooutlook, and potential rate cuts with BBCA and BMRI as our top picks.
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