Indonesia Consumer - Positive Impressions from the Jakarta Fair
The highlights from the Jakarta Fair were a plethora of 2W and 4W EVs, a notable presence from dairy players, and many financing options being...
766 Views
Index Rebalance & ETF Flow Recap: KQ150, LQ45, PCOMP, HDFC/HDFCB, Delta Electronics, Redox IPO, AMFI
This recap highlights Insights covering Asian index rebalances (announcements/ forecasts/ IPO Fast Entry/ M&A driven changes). We also highlight...
537 Views
Ace Hardware Indonesia (ACES IJ) - Reasons to Be Helpful
ACES is starting to see the seeds of recovery come through in SSSG through April and May and should get a further boost from its BOOM sale from...
640 Views
LQ45 Index Rebalance Preview (July): Review Period Nearly Complete
There could be up to 5 changes for the LQ45 in July. The impact of passive trading will be higher on the deletes compared to the adds....
629 Views
The Week That Was in ASEAN@Smartkarma - Prodia Diagnosed, Bukalapak, and MAPI's Omnichannel
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
374 Views