LQ45 Index Rebalance Preview: Potential Candidates for Change
The LQ45 rebalance will be effective after the close of trading on 29 January and the announcement will be made in the next few days. There could...
602 Views
BlueBird (BIRD): Flying Higher
At 9.8 EV/EBITDA and 0.73 PBR, Blue Bird (BIRD IJ) is currently trading at 42% and 44% discount in EV/EBITDA and PBR compared to its peers despite...
563 Views
The Week that Was in ASEAN@Smartkarma - Digital Festive Cheer, Sea Ltd Going Financial, and KEX
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
314 Views
Bank Mandiri Persero (BMRI IJ) - A Plethora of Good News
Bank Mandiri management has revealed better than expected progress on loan restructuring plus a number of other positives including rapidly falling...
527 Views
The Week That Was in ASEAN@Smartkarma - BUY Staples, Indonesian Telcos, and Thai Brokers
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
354 Views