The Week That Was in ASEAN@Smartkarma - Prodia Diagnosed, Bukalapak, and MAPI's Omnichannel
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
474 Views
Poultry: Headwinds from Both Costs and Selling Prices
Despite looking at better performance in 2H23 from moderating feed raw material costs and better purchasing power, we expect weak 1Q23 earnings off...
368 Views
The Week That Was in ASEAN@Smartkarma - SCMA's Reset, Metrodata, and Indocement's Alternative Edge.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
524 Views
MS-Indonesia Index Earning Revision (Jul): Bank Tabungan Negara, Charoen Pokphand Indonesia
We analyzed MS-Indonesia's consensus for Jul 2026 and highlighted changes of EPS in Bank Tabungan Negara (BBTN IJ), Charoen Pokphand Indonesia...
125 Views
The Week That Was in ASEAN@Smartkarma - Adaro's Sustainability, ROTI's Diversification, and BUKA.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
533 Views