Indonesia: Non-Oil Imports Growth Likely to Turn Positive on Gradually Improving Domestic Demand
While the ongoing slowdown in China and concerns about the global economy are expected to continue to weigh on Indonesia’s exports, gradually...
1.5k Views
StubWorld: Fitch/Moody's Downgrades Further Propel JCNC's Implied Stub
Fitch's, Moody's and MSCI's Indo conclusions are a material overhang. I'd still be reluctant to reverse the stub, as Asta underperforms (down 14%...
223 Views
Quiddity M&A Guide 2026: Indonesia
This insight is part of a series of M&A guides our Quiddity* team are publishing to aid investors in understanding the rules, parameters,...
230 Views
StubWorld: JCNC's "Outperformance" As MSCI Flags Indo's Investability Issues
MSCI's review is a material overhang. Yet, even absent this index review fallout, I'd expect JCNC to benefit from an ongoing business review...
638 Views
Atlas Arteria (ALX AU): IFM Creeps To A ~35% Stake
Fundamentally, ATLAX appears attactive here. ATLAX boasts low risk, stable yielding, toll road assets. Plus there are little to no viable options,...
550 Views