LQ45 Index Rebalance Preview (July): Identifying Potential Index Changes
We have identified 5 potential changes for the LQ45 Index in July. There will also be capping flows for BBCA and BBRI. Historically, adds and...
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The Stocks to Own in ASEAN – Vol. 56
We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology. Portfolio changes: Five stocks remain; nine stocks were...
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The Stocks to Own in ASEAN – Vol. 55
We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology. Portfolio changes: Four stocks remain, 10 stocks added.
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The Week That Was in ASEAN@Smartkarma - Indosat's AI, MAPI's Expansion, and BliBli's Omnichannel
The past week saw insight on Indosat (ISAT IJ), Mitra Adiperkasa (MAPI IJ), Global Digital Niaga Tbk PT (BELI IJ), Singapore Post (SPOST SP), and...
588 Views
The Week That Was in ASEAN@Smartkarma - Bank Central Asia, Grab Holdings, and Thai Banks
The past week saw insights on Bank Central Asia (BBCA IJ), Grab Holdings (GRAB US), Dyna Mac (DMHL SP), Delta Electronics Thailand (DELTA TB) and...
622 Views