LQ45 Index Rebalance Preview (Jan): Few Weeks to Implementation
We filter stocks that have a possibility of becoming adds/deletes for the LQ45 Index in Jan. The impact on the deletes will be higher, plus there...
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The Week That Was in ASEAN@Smartkarma - BCA's Connectivity, VinFast to IPO, and I-Tail Corp Listing
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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KPJ Healthcare (KPJ MK): 3Q22 Result- Continued Improvement in Operating Parameters
With continued improvement in hospital activities, KPJ Healthcare recorded accelerated double-digit revenue growth, with bed occupancy hitting pre...
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The Stocks to Own in ASEAN – Vol. 41
We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology. Portfolio changes: Six stocks remain, eight stocks added.
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The Week That Was in ASEAN@Smartkarma - BFI Finance Indonesia, Ultrajaya Milk, and Thai Banks
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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