The Week That Was in ASEAN@Smartkarma - Ultrajaya's Recovery, MAPI's Regional, and Semen Indonesia.
The past week saw insights on Ultrajaya Milk (ULTJ IJ), Mitra Adiperkasa (MAPI IJ), PT Nippon Indosari Corpindo (ROTI IJ), Bukalapak.com (BUKA IJ),...
545 Views
Indonesia's Election - When the Music's Over?
We remain positive on the outlook for Indonesia, with increased government spending to fast-track Jokowi's legacy projects. Prabowo also looks set...
420 Views
The Week That Was in ASEAN@Smartkarma - BBNI's Aspirations, Oceanagold IPO, and Thailand's Recovery
The past week saw insights on Bank Negara Indonesia (BBNI IJ), Bank Mandiri (BMRI IJ), OceanaGold Philippines, Sam Holdings IPO, and the most SET50...
583 Views
The Week That Was in ASEAN@Smartkarma - Bank Mandiri, Thai Credit Bank, and Digital Core REIT.
The past week saw insights on Bank Mandiri, Thai Credit Bank IPO, Digital Core REIT placement, and a look at Singapore's most defensive High ROE...
636 Views
Indonesia Banks: How Are BBCA, BBRI, BMRI and BBNI Placed for 2024?
While the sector faces constrained re-rating potential, certain stocks, stock picking opportunities exist. Equity strategy: the potential for...
824 Views