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Sarana Menara Nusantara (TOWR IJ)
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125
Analysis
Communication Services
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Indonesia
PT Sarana Menara Nusantara Tbk, through a subsidiary, builds telecommunications towers. The Company constructs, operates, and rents the towers to mobile telecommunications services providers.
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bullish
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Telekomunikasi Indonesia
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25 Jun 2021 11:40
Jakarta Composite Index: Impact of Change to Capped Free Float Weighting
The JCI will change from a full market cap weighted index to a capped free float mkt cap weighted index. Beneficiaries are TLKM, BBRI, ASII, BMRI &...
Brian Freitas
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728 Views
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bullish
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Cross Asset Strategy
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15 Apr 2024 19:05
CrossASEAN Ground Zero - Hospitals in Play, ROTI in Play, and Philippine Towers
This week we look at Indonesian Hospitals, as Saratoga buys into Brawijaya Hospital focusing attention on the space. We also look at leading mass...
Angus Mackintosh
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249 Views
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bullish
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Renesas Electronics
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28 Jan 2024 05:30
Index Rebalance & ETF Flow Recap: CSI300, CSI500, SSE50, ChiNext, KOSPI200, Renesas, IDX30/LQ45
This recap highlights Insights covering Asian index rebalances (announcements/ forecasts/ IPO Fast Entry/ M&A driven changes). We also highlight...
Brian Freitas
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504 Views
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bearish
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Chandra Asri Petrochemical
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26 Jan 2024 08:19
IDX30/LQ45 Index Rebalance: Four Changes for Each Index
There are 4 changes each for the IDX30 and LQ45. Implementation is in 4 trading days. There is over 1 day of ADV to trade on a lot of stocks. Most...
Brian Freitas
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630 Views
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bullish
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Cross Asset Strategy
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27 Nov 2023 19:20
The Week That Was in ASEAN@Smartkarma - Alfamart's Expansion, Erajaya, and Anwar's Malaysia
The past week saw insights on Sumber Alfaria Trijaya (AMRT IJ), Erajaya Swasembada (ERAA IJ), Bumrungrad Hospital (BH TB), Sido Muncul (SIDO IJ),...
Angus Mackintosh
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298 Views
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