The Stocks to Own in ASEAN – Vol. 37
Our research team constantly reviews the ASEAN markets to try to find interesting ideas based on Fundamentals or Valuation or Momentum or Risk or...
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The Week That Was in ASEAN@Smartkarma - Indonesian Goldilocks, BCA's Inflexion, and Sido Muncul
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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Sido Muncul (SIDO): Time to Add
With the overseas expansion plan resumption and the potential for mean reversion, it is not a bad idea to hold SIDO given the underperformance vs...
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Sido Muncul (SIDO IJ) - A Consumer Health Gem
Sido Muncul (SIDO IJ) is an increasingly interesting consumer health play for Indonesia, with its main brand a household name, with signs that its...
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Blue Bird (BIRD): New Distribution Channel and Limited Downside.
Blue Bird (suffered from the Airport Express that took the former's market share, the recent collaboration with PT KAI allows Bluebird taxis to be...
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