CrossASEAN Ground Zero - Let the Quest Begin
We look at the major themes and challenges for listed tech stocks in Southeast Asia including Sea Ltd, GoTo Gojek Tokopedia, Grab Holdings, Global...
621 Views
The Week That Was in ASEAN@Smartkarma - Indonesia Strategy, ITMG, and the PSE
The past week was a short one but we saw market strategy insights on Indonesia from CrossASEAN Research plus an insight on Philippine Stock Exchange.
570 Views
LQ45 Index Rebalance Preview (Jan 2025): Identifying Potential Index Changes
We have identified potential changes for the LQ45 Index in January. The potential adds have been outperforming the deletes. Historically, adds and...
815 Views
The Week That Was That Was in ASEAN@Smartkarma - CP Axtra's Gaff, Berli Jucker, and ITMG's Value
The past week saw insights on CP Axtra (CPAXT TB), Berli Jucker (BJC TB), Mphb Capital (MPHB MK), and PT Daya Intiguna Yasa Tbk (Mr DIY Indonesia)...
747 Views
Global Digital Niaga (BELI IJ) - Speeding the Horses to Profitability
A recent meeting with Global Digital Niaga (BELI IJ) looking at its longer-term strategy confirmed its differentiated standing, with a keen focus...
638 Views