Indocement Tunggal Prakarsa (INTP IJ) - Bunkering Down for a Better Year
Indocement is a high-quality core holding for exposure to the recovery in cement demand this year and next, with lower costs and digitalization...
315 Views
The Week That Was in ASEAN@Smartkarma - ShopeePay, Grab Listing, and Philippine IPOs
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
358 Views
Jasa Marga (JSMR): High Debt and Fully Valued
At the current level, investors should wait before adding more Jasa Marga into the portfolio as it is trading at 5 years high in PER and also its D...
295 Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd, Jardine Matheson, and Indonesian Cement
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
327 Views
Semen Indonesia (SMGR IJ) - Catch the Infrastructure Wave?
Semen Indonesia remains a key proxy for the recovery in the Indonesian economy and especially as infrastructure spending picks up driving renewed...
424 Views