Indocement (INTP IJ) - The Dust Begins to Settle
The Indonesian cement market for June grew by +32.3% due to the lower base last year as Lebaran fell earlier this year. YTD cement volumes...
502 Views
Semen Indonesia Persero Tbk (SMGR IJ) - Its Not All Bad News After All
Semen Indonesia Persero Tbk (SMGR IJ) hosted a call to run through its 1Q2020 results, which saw a marginal impact from COVID-19. What was more...
389 Views
The Week That Was in ASEAN@Smartkarma - Remarkable Vietnam, Indonesian Retail, and Thai Banks
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
404 Views
Indocement Tunggal Prakarsa (INTP IJ) - High-Quality Recovery Play on GFC Valuations
Indocement Tunggal Prakarsa (INTP IJ) recently released its 1Q2020 cement sales numbers, which reflected a slow start to the year but only a...
442 Views
The Week That Was in ASEAN@Smartkarma- Indonesian Healthcare, Singapore REITs, and Regional Cement
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
425 Views