Gamuda: Unjustly Punished
Investors have sold off some of the Malaysian stocks posts general election yet Gamuda Bhd (GAM MK) escaped that as it deems to be not related to...
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The Week that Was in ASEAN@Smartkarma - Profit Cycles, Towers, and Toll Roads
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Jasa Marga: Uptick for Hari Raya
Share Price Fall - Opportunity?Jasa Marga (Persero) Tbk Pt (JSMR IJ) share price has gone up by 23.52% for the 2H 2017 only to fall even lower in...
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Hexindo: Exposure to Infrastructure Theme in Indonesia with No Debt
While everyone is raving about the infrastructure investment in Indonesia, only a few of the players are actually making money currently. Jasa...
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Indonesian Political Update: New Dynamics if Widodo's Main Rival Drops Out
Incumbent President Joko Widodo maintains a strong lead over his sole competitive rival, Gerindra Chair Lt Gen (ret) Prabowo Subianto, whom he beat...
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