Equity Strategy: Short-Term Domestic Growth Challenges in 2Q24 May Drive Further De-Risking
Our FY23 results recap shows market EPS growth of -12% yoy, but growth would reach +4.1% if we exclude one-offs (mainly from GOTO).
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Indonesia's Election - When the Music's Over?
We remain positive on the outlook for Indonesia, with increased government spending to fast-track Jokowi's legacy projects. Prabowo also looks set...
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The Week That Was in ASEAN@Smartkarma - Matahari Department Store, Avian's Glosy, and Vinfast
The past week saw insights on Matahari Department Store (LPPF IJ), Adi Sarana Armada (ASSA IJ), PT Avia Avian (AVIA IJ), Vinfast (VFS US), and...
497 Views
CrossASEAN Ground Zero - GoTo's Sustainability Verified, 2W EVs, and the Stormy Year Ahead
CrossASEAN Ground Zero is a new thematic weekly product that will focus on key Southeast Asian digital themes and technology trends with a core...
682 Views
The Week That Was in ASEAN@Smartkarma - Ace Hardware Shines, AKRA's Positive, and GoTo's TikTok Move
The past week saw insights on Ace Hardware Indonesia (ACES IJ), AKR Corporindo (AKRA IJ), OUE Commercial REIT (OUECT SP), GoTo (GOTO IJ), and Sea...
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