IDX30/​​LQ45/IDX80 Index Rebalance: Big Impact for BREN on Friday
There are 2 constituent changes for the IDX30 Index, 1 for the LQ45 Index, and 3 for the IDX80 Index to be implemented at the close on 30 January....
418 Views
Southeast Asia Plantations: El Niño’s Back, with a Vengeance?
The El Niño is back and is likely to evolve into a severe event, resulting in significant oil palm yield compression. Plantations are cheap, even...
962 Views
The Week That Was in ASEAN@Smartkarma- Bukalapak Building, Siloam's Base Case, and Prodia Diagnosed
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
439 Views
The Week That Was in ASEAN@Smartkarma - Digital Finance, Thai Beverage, and Astra's Auto Boon
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
445 Views
The Week that Was in ASEAN@Smartkarma - Thai Banks, BCA, and Thai Union
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
411 Views