Primer: PT PP (PTPP IJ) - Aug 2026
State-Owned Enterprise Under Financial Strain: PT PP is a major state-owned construction company in Indonesia, integral to national...
104 Views
IDX30/LQ45/IDX80 Index Rebalance: Constituent, Float & Capping Changes
There is 1 change for the LQ45 index and 2 changes for the IDX80 index. Plus there are float and capping changes. The adds have traded higher while...
865 Views
The Week That Was in ASEAN@Smartkarma - Prodia Ready, AEM, and Vinfast
The past week saw insights on Prodia (PRDA IJ) after a management call and AEM (AEM SP) post-management changes, with some economic commentary on...
334 Views
Infrastructure: Earnings Revision for SOE Contractors
Following the release of the FY22 results, we revise our earnings estimates for SOE contractors under our coverage. All in all, we expect the SOE...
369 Views
Equity Snapshot: April 18, 2023
Following the release of the FY22 results, we revise our earnings estimates for SOE contractors under our coverage. State Budget Recorded Surplus...
429 Views