The Week That Was in ASEAN@Smartkarma - BCA Leads, BFIN Is Back, and Thai Banks
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
150 Views
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),...
296 Views
The Week That Was in ASEAN@Smartkarma - Metrodata Electronics, Comfort Delgro, and Lippo Malls REIT.
The past week saw insights on PT Metrodata Electronics (MTDL IJ), Comfortdelgro Corp (CD SP), and Kerry Express Thailand (KEX TB).
374 Views
Sumber Alfaria Trijaya (AMRT IJ) - Ongoing Momentum Sustained
Sumber Alfaria Trijaya remains a core retail holding, with its premium valuation justified by its strong growth prospects, with estimated 2-year...
497 Views
The Week That Was in ASEAN@Smartkarma - BCA's Connectivity, VinFast to IPO, and I-Tail Corp Listing
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
363 Views