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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Primer: Media Nusantara Citra (MNCN IJ) - Apr 2026
Media Nusantara Citra (MNCN) is Indonesia's largest integrated media company, commanding a significant share of the nation's free-to-air (FTA)...
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Media - Short & medium-term uncertainty
MNCN and SCMA will remain relevant during and after the transition to streaming services Local content share remains relatively low in SE Asia’s...
411 Views
The Week That Was in ASEAN@Smartkarma - GoTo Profitability, Indosat's Back, and Singapore Banks
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
484 Views
The Week That Was in ASEAN@Smartkarma -Bank Central Asia, Bank Negara Indonesia, and Central Retail.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
456 Views