The Week that Was in ASEAN@Smartkarma - Policy Tightening, Privatisation, and Thirsty Thailand
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
477 Views
The Week that Was in ASEAN@Smartkarma - Rubber Gloves, Water Treatment and AEON Malls
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
514 Views
Indo Real Estate Tax - Who Needs to Pay Up?
Alan Greene did an amazing job explaining how Lippo Malls Indonesia Retail Trust (LMRT SP) business model which derive its revenue from booming...
421 Views
IDX30/LQ45/IDX80 Index Rebalance: BREN and DSSA Deleted from Local Indices
Barito Renewables and Dian Swastatika Sentosa are deletions from local indices this week. Passive tracking AUM is small but active managers use the...
372 Views
Cisarua Mountain Dairy (Cimory) IPO - The Positives - Fast Growth, High Market Share
PT Cisarua Mountain Dairy (CMD), a producer of dairy and consumer foods, aims to raise up to US$263m in its Indonesian IPO.
667 Views