Indocement Tunggal (INTP IJ) - A More Sustainable Cement Player
Indocement (INTP IJ) is trading close to 2-year lows, which seems unjustified given the ongoing recovery and a more positive outlook for FY2024.
588 Views
WisdomTree Emerging Markets SmallCap Dividend Index Rebalance: 45% Turnover & US$2.5bn to Trade
There are 364 adds/325 deletes for the WisdomTree Emerging Markets SmallCap Dividend Index. One-way turnover is 45% resulting in a one-way trade of...
803 Views
Indocement (INTP IJ) - A Bulky Take Off
Indocement overperformed the overall Indonesian cement market in 1Q2023 in terms of growth, especially in the bulk market. 2H2023 is expected to...
279 Views
Indocement Tunggal Prakarsa (INTP IJ) - Building Through Sustainable and Digital Means
Indocement released solid 2022 results despite inclement conditions for the industry, as it utilised more low CV coal, DMO coal and alternative...
537 Views
The Week That Was in ASEAN@Smartkarma - Grab's Moving Fast, Kalbe Farma Innovates, and SATS Rights
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
251 Views