The New Year Week That Was in ASEAN@Smartkarma - MrDIY, Dynasty Ceramic, and Bank Mandiri's Livin'
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
665 Views
LQ45 Index Rebalance Preview (Jan): Few Weeks to Implementation
We filter stocks that have a possibility of becoming adds/deletes for the LQ45 Index in Jan. The impact on the deletes will be higher, plus there...
839 Views
The Week That Was in ASEAN@Smartkarma - Grab Chat, Telkom Oversold, and SET50 Rebalance.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
589 Views
Adaro Energy (ADRO IJ) - Beyond the Black Stuff
Adaro's efforts to diversify away from coal are bearing fruits with the construction of its aluminium smelter in Kalimantan already underway with...
541 Views
ADARO Solid 3Q 2022 : But Prefer ITMG
Adaro stock trades at a 2.8x FY22 PE and 1.3x EV-EBTIDA FY22E with a 21% dividend yield, the market is pricing in a substantial decline in coal...
347 Views