CrossASEAN Strategy - Indonesia's Delicate Balance
The Indonesian market has seen a sharp sell-off with a confluence of concerns centred around the execution and implementation of government policy...
509 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 in ASEAN@Smartkarma - Ace Hardware, Ginebra San Miguel, and Singapore Banks
The past week saw insights on Aspirasi Hidup Indonesia (ACES IJ), Ginebra San Miguel (GSMI PM), DigiPlus Interactive (PLUS PM), Keppel DC REIT and...
502 Views
LQ45 Index Rebalance Preview (Oct 2024): Identifying Potential Index Changes
We have identified potential changes for the LQ45 Index in October. There will also be capping flows for BBCA and BBRI. Historically, adds and...
940 Views
StubWorld: Barito Renewables Rolling Over - More To Come. Also Kyocera/KDDI
Barito Renewables is down 19% in the past month. Yet still accounts for ~730% of parent Barito Pacific's market cap. Still unsustainable. Plus...
445 Views