LQ45 Index Rebalance Preview (July): Identifying Potential Changes
There could be 5 changes to the LQ45 in July. Given emphasis on liquidity, the impact on the deletes is higher than on the adds. Historically, the...
651 Views
The Week That Was in ASEAN@Smartkarma - GoTo CM Breakeven, Siloam Hospitals, and BNI in Better Shape
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
383 Views
Bank Mandiri (BMRI IJ) – Growth Potential Backed by a Sound Balance Sheet at Attractive Valuations
Mandiri remains our top pick in Indonesian banks, also screening well with EM peers; it trades on low prospective PE multiples, has high growth...
635 Views
The Week the Was in ASEAN@Smartkarma - Mitra Adiperkasa, Bukalapak, and Singapore Airlines
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
466 Views
Indonesian Banks Screener; Mandiri Is Our Top Pick
Our top pick is Bank Mandiri, and we also like Bank Negara; Bank Central Asia is the quality play but it seems fully valued, Bank Rakyat improved...
616 Views