IDX30/LQ45 Index Rebalance: Big Inflows on ARTO, BBRI, BBCA; Outflows on GOTO, TLKM, BMRI
There are 3 changes each for the IDX30 and LQ45 indices that will be implemented on 29 July. The largest passive inflows are on BBRI, ARTO and...
722 Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd Lay-Offs, SCMA, and Kiatnakin Bank
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
449 Views
Sariguna Primatirta Tbk PT (CLEO IJ) - Indonesia's Pure Water Play
Sariguna Primatirta (CLEO IJ) is an uncovered yet high-quality and high growth consumer player with a strong brand name and decent market share of...
435 Views
The Week That Was in ASEAN@Smartkarma - Avian Paint, Grab's Surprise, and Heineken for Tourists
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
366 Views
PT Avia Avian (AVIA IJ) - Painting Indonesia From Top to Bottom
PT Avia Avian is an interesting proxy for the recovery in the domestic economy together with the property market plus M&A could be a further...
524 Views