The Week That Was in ASEAN@Smartkarma - AKRA's Smelting Up, Wintermar's Upside, and Ultrajaya
The past week saw insights on AKR Corporindo (AKRA IJ), Wintermar Offshore Marine (WINS IJ), Ultrajaya Milk (ULTJ IJ), and Delta Electronics...
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LQ45 Index Rebalance Preview (Jan 2025): Identifying Potential Index Changes
We have identified potential changes for the LQ45 Index in January. The potential adds have been outperforming the deletes. Historically, adds and...
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The Stocks to Own in ASEAN – Vol. 49
We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology. Portfolio changes: Three stocks remain, 11 stocks added.
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Siloam International Hospitals (SILO IJ) - Focusing on Hearts, Minds, Guts, and Mobility
Siloam International Hospitals continues to establish a track record of improving returns through greater cost efficiencies and higher treatment...
463 Views
The Week That Was in ASEAN@Smartkarma - Ace Hardware, Ginebra San Miguel, and Singapore Banks
The past week saw insights on Aspirasi Hidup Indonesia (ACES IJ), Ginebra San Miguel (GSMI PM), DigiPlus Interactive (PLUS PM), Keppel DC REIT and...
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