M Cash Integrasi (MCAS.IJ) - Brighter Outlook in FY24 as Tech Enabler Positioning Is Intact
Post soft 9M23 earnings, we see potential drivers for recovery in 4Q23 and FY24 from clean energy and DMMX digital/platform services.
215 Views
Smartkarma Corporate Webinar | NFC Indonesia: From Digital Enabler to EV Mobility Provider
In this next webinar, we are glad to welcome NFC Indonesia’s Group Head of Corporate Finance & Strategy,, Mr Stanley Tjiandra, as well as Insight...
669 Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd's Blindside Win, ROTI's Freshly Baked, and Prodia
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
307 Views
The Week That Was in ASEAN@Smartkarma - Grab Chat, Telkom Oversold, and SET50 Rebalance.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
475 Views
Sumber Alfaria Trijaya (AMRT IJ) - Gaining Momentum and Scale
Sumber Alfaria Trijaya (Alfamart) remains a core retail holding with an increasing investor following after MSCI inclusion. Valuations remain...
275 Views