MS-Indonesia Index Earning Revision (Jul): Bank Tabungan Negara, Charoen Pokphand Indonesia
We analyzed MS-Indonesia's consensus for Jul 2026 and highlighted changes of EPS in Bank Tabungan Negara (BBTN IJ), Charoen Pokphand Indonesia...
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The Week That Was in ASEAN@Smartkarma - Bank Jago, Meralco's Sell-Down, and Unilever Indonesia
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
502 Views
The Week That Was in ASEAN@Smartkarma - Bank Rakyat, Golden Agri, and KBANK Back to MSCI
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
470 Views
The Stocks to Own in Asia – Vol. 37
We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology. Portfolio changes: Four stocks remain, and 10 stocks have...
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The Stocks to Own in ASEAN – Vol. 38
We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology. Portfolio changes: Three stocks remain, and 11 new join...
524 Views