CrossASEAN Indonesia Strategy - Parting Clouds
The Indonesian stock market was down 2% over the last year despite a flurry of inflows in the summer but this year looks interesting with a new...
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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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Sido Muncul (SIDO IJ) - Iconic Modern Jamu
SIDO'S Tolok Angin remains an iconic brand catering to all demographics with 70% leadership of its category, with Kuku Bima the leader in mass...
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Sido Muncul (SIDO): High Yield and Index Membership
​Sido Muncul (SIDO IJ) offers stable 7-8% dividend yield from defensive business, while banks like BBRI and BMRI pay high dividends from recovery...
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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)
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