Adi Sarana Armada (ASSA IJ) - Leading Player in People and Goods Mobility
Adi Sarana Armada represents one of the most interesting plays on people and goods mobility and end-to-end logistics in Indonesia, being the market...
634 Views
CrossASEAN Ground Zero - GoTo's Sustainability Verified, 2W EVs, and the Stormy Year Ahead
CrossASEAN Ground Zero is a new thematic weekly product that will focus on key Southeast Asian digital themes and technology trends with a core...
614 Views
LQ45 Index Rebalance Preview (Jan): Reading the Tea Leaves
There could be 5 potential changes for the LQ45 Index in January. The potential adds have performed well while the potential deletes are trading...
782 Views
The Christmas Week That Was in ASEAN@Smartkarma - Malaysian Reshuffle, GoTo Plays Safe, and Alfamart
The Past Week saw insights on GoTo Gojek Tokopedia (GOTO IJ), Sumber Alfaria Trijaya (AMRT IJ), Airports of Thailand (AOT TB) and the Philippine...
735 Views
Sumber Alfaria Trijaya (AMRT IJ) - Rationalising the Lawson Buildout
Sumber Alfaria Trijaya remains the best way to play the minimarket space in Indonesia. 4Q 2023 numbers should provide a positive catalyst given it...
727 Views