LQ45 Index Rebalance Preview (Apr 2025): Identifying Potential Index Changes
We have identified potential changes for the LQ45 Index in April. The potential adds have traded in line with the deletes. Historically, adds and...
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The Stocks to Own in ASEAN – Vol. 50
We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology. Since its inception, the portfolio has generated a...
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CrossASEAN Strategy - Indonesia's Delicate Balance
The Indonesian market has seen a sharp sell-off with a confluence of concerns centred around the execution and implementation of government policy...
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Healthcare: Navigating The Implementation of KRIS (OVERWEIGHT)
Plans to implement KRIS by Jun25 remain on-track. DJSN is finalizing new JKN Tariff, while MoH plans to change INACBG to iDRG.
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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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