Semen Indonesia (SMGR IJ) - Catch the Infrastructure Wave?
Semen Indonesia remains a key proxy for the recovery in the Indonesian economy and especially as infrastructure spending picks up driving renewed...
424 Views
The Week That Was in ASEAN@Smartkarma - Indonesian Property Boon, Philippine NPLs, and Drugs
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
326 Views
Jasa Marga (JSMR):Recovery Play and Low Capex
The price increase, traffic recovery, and potential low contribution from the construction business are the three key elements that will drive the...
439 Views
The Week That Was in ASEAN@Smartkarma - OTT's Back, Indonesian Consumer Health, and Lippo Karawaci
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
345 Views
Indocement Tunggal Prakarsa (INTP IJ) - Solidifying Demand Ahead
Indocement (INTP IJ) remains a core proxy for the recovery in the overall economy and increased spending on infrastructure, which was severely...
403 Views