The Week That Was in ASEAN@Smartkarma - Sea Ltd's Changing Tide, GoTo's Synergies, and Thai Hotels
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
353 Views
ITMG - Insights from the Q2 2022 Presentation
Indo Tambangraya Megah (ITMG IJ) is an Indonesian coal producer with a 2.6x PE FY22e, with 28% of its market capitalization in cash and a dividend...
568 Views
IDX30/LQ45 Index Rebalance: Big Inflows on ARTO, BBRI, BBCA; Outflows on GOTO, TLKM, BMRI
There are 3 changes each for the IDX30 and LQ45 indices that will be implemented on 29 July. The largest passive inflows are on BBRI, ARTO and...
733 Views
A Layman's Thesis for ITMG
Trading at 1.9x PE FY22e with a 37% implied dividend yield on a payout ratio of 70% with 28% of its market cap in cash post outstanding dividend...
713 Views
The Stocks to Own in Asia – Vol. 37
We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology. Portfolio changes: Four stocks remain, and 10 stocks have...
412 Views