Equity Snapshot: April 13, 2023
Mayora Indah: Higher margins to boost FY23 earnings (MYOR.IJ IDR 2,650 BUY.TP IDR 3,300). Amid this year’s Ramadhan period, MYOR has witnessed...
526 Views
The Week That Was in ASEAN@Smartkarma - SCMA's Reset, Metrodata, and Indocement's Alternative Edge.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
462 Views
Telekomunikasi Indonesia (TLKM IJ) - Transforming with a Digital Core
Telekomunikasi Indonesia results reflect a company increasingly digital in nature with legacy services fading away and an increasing focus on...
380 Views
The Week That Was in ASEAN@Smartkarma - GoTo Profitability, Indosat's Back, and Singapore Banks
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
394 Views
Indosat (ISAT IJ) - The Telco Changeling
Indosat has come back from being the underdog amongst the Indonesian telcos to being a quality number two player, with significant potential upside...
450 Views