Indocement Tunggal Prakarsa (INTP IJ) - High-Quality Recovery Play on GFC Valuations
Indocement Tunggal Prakarsa (INTP IJ) recently released its 1Q2020 cement sales numbers, which reflected a slow start to the year but only a...
442 Views
The Week That Was in ASEAN@Smartkarma - Healthy Consumers, Defensive Telcos, and Vulnerable SGREITs.
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
409 Views
AKR Corporindo (AKRA IJ)- Fill up the Tank
AKR Corporindo (AKRA IJ) released a surprisingly positive set of indicative numbers for 1Q2020 underlining the strategic and defensive nature of...
541 Views
The Week That Was in ASEAN@Smartkarma - Gojek Riding High, Indonesian Cement, and SIA
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
414 Views
AKR Corporindo (AKRA IJ) - Industrial Proxy with Strong Credentials
AKR Corporindo (AKRA IJ) has been punished with the rest of the Indonesian market but saw some respite after publishing FY19 earnings numbers which...
400 Views