LQ45 Index Rebalance Preview (Oct 2024): Identifying Potential Index Changes
We have identified potential changes for the LQ45 Index in October. There will also be capping flows for BBCA and BBRI. Historically, adds and...
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CrossASEAN Ground Zero - OVO & Superbank, SCG Packaging in Indonesia, Gig Revolt, and Data Centres
In this edition, we look at OVO and Superbank in Indonesia and how they will coexist, and SCG Packaging as it increases its Indonesia exposure...
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DCI Indonesia (DCII IJ) - More Than a Concept
DCI Indonesia is hard to justify on current valuations but has a strong track record on execution with a high pedigree management team and customer...
560 Views
CrossASEAN Ground Zero - Campina Ice Cream, Mayapada Hospital's Fundraise, and Xurya's Solar Allure
This week we look at the potential sale of Campina Ice Cream and the dairy space and the fundraising plans of Mayapada Hospital with M&A picking up...
456 Views
The Week That Was in ASEAN@ Smartkarma - MAPI & Boycotts, Ace Hardware Reborn, and VinFast's Trouble
The past week saw insights on Mitra Adiperkasa (MAPI IJ), Ace Hardware Indonesia (ACES IJ), Vinfast (VFS US), The Keepers Holdings (KEEPR PM), and...
394 Views