CrossASEAN Strategy - Indonesia's Delicate Balance
The Indonesian market has seen a sharp sell-off with a confluence of concerns centred around the execution and implementation of government policy...
609 Views
The Week That Was in ASEAN@Smartkarma - CPALL, Arwana Citramulia, and Sido Muncul
The past week saw insights on CP ALL PCL (CPALL TB), Arwana Citramulia (ARNA IJ), Sido Muncul (SIDO IJ), and AvePoint (AVPT US)
350 Views
The Week That Was in ASEAN@Smartkarma - Kalbe Farma, Indosat & AI, and Bank Rakyat Indonesia
The past week saw insights on Kalbe Farma (KLBF IJ), Indosat Tbk PT (ISAT IJ), Bank Rakyat Indonesia (BBRI IJ), DBS (DBS SP), and Paragon REIT...
647 Views
The Week That Was in ASEAN@Smartkarma - Grab's New Fleet, Cimory, and Bank Central Asia
The past week saw insights on Grab Holdings, Cisarua Mountain Dairy, Bank Central Asia, Bank Negara Indonesia, and Malaysia Airports Holdings.
536 Views
Cement: FY25 Outlook: Limited Growth Catalysts Despite Undemanding Valuation (NEUTRAL)
We expect cement sales volume to grow by 2.3% yoy in FY25, with flattish bag cement growth and moderating bulk growth to 8% yoy.
445 Views