Lucror Analytics - Morning Views Asia
In today's Morning Views publication we comment on developments of the following high yield issuers: GMR Hyderabad, China Vanke, Indofood CBP,...
160 Views
CrossASEAN Strategy - Indonesia's Delicate Balance
The Indonesian market has seen a sharp sell-off with a confluence of concerns centred around the execution and implementation of government policy...
428 Views
The Week That Was in ASEAN@Smartkarma - Alfamart's Guidance, Indonesia's Pragmatism, and Thai Banks
The past week saw insights on Sumber Alfaria Trijaya (AMRT IJ, SLB Development (SLB SP), Japfa Ltd (JAP SP), Hyphens Pharma International (HYP SP),...
595 Views
Ultrajaya Milk (ULTJ IJ) - Bringing Milk to the Children
Ultrajaya has seen a strong recovery in its dairy business in 3Q2024 and will be a key beneficiary of the school meals program in Indonesia,...
418 Views
The Week That Was in ASEAN@Smartkarma - Indonesia Strategy, ITMG, and the PSE
The past week was a short one but we saw market strategy insights on Indonesia from CrossASEAN Research plus an insight on Philippine Stock Exchange.
509 Views