CrossASEAN Strategy - Small-Cap Quicksand Creates Opportunity
Small-Caps in Indonesia have had a rough time of it over the past six months or so, and not necessarily because of deteriorating fundamentals. The...
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The New Year's Week that Was in ASEAN@Smartkarma - Indo Pharma, Industrials, and Weaker Oil
This pre and post-Hogmanay week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive...
740 Views
MS-Indonesia Index Earning Revision (Apr): Indah Kiat Pulp & Paper, Telkom Indonesia
We analyzed MS-Indonesia's consensus for Apr 2026 and highlighted changes of EPS in Indah Kiat Pulp & Paper (INKP IJ), Telkom Indonesia (TLKM IJ),...
189 Views
Marketnomix Insights : Indonesia
Growth in 3Q2016 was largely driven by household expenditure while investment continued to slow. Government spending declined in 3Q2016. Recent...
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Indonesia: Bank Indonesia May Have Room to Cut Rates Further
The recent rate cut by Bank Indonesia at its policy meeting on 16th June is expected to provide some support to domestic demand in the months...
1.8k Views