The Week That Was in ASEAN@Smartkarma - BNI Re-Rating, Indonesian Logistics, and Astra's Recovery
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
297 Views
The Week That Was in ASEAN@Smartkarma - Indonesian Goldilocks, BCA's Inflexion, and Sido Muncul
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
358 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
IDX30/LQ45/IDX80 Index Rebalance: BREN and DSSA Deleted from Local Indices
Barito Renewables and Dian Swastatika Sentosa are deletions from local indices this week. Passive tracking AUM is small but active managers use the...
372 Views
LQ45 Index Rebalance Preview (Jul 2025): Identifying Potential Index Changes
We highlight 2 sets of changes for the LQ45 in July. The forecast adds and deletes have traded in a range over the last few months. Historically,...
985 Views