The Week that Was in ASEAN@Smartkarma -Â Indonesia, Consumer Staples, and Thailand's Big IPO
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
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Surya Pertiwi IPO - TOTO Vs TOTO, Is There a Need for Two Entities?
Surya Pertiwi PT (1583120D IJ) plans to raise up to US$120m in its IPO through a mix of selling primary and secondary shares. The company derives...
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Takeaways from ASEAN - Investment Opportunities
Obama continues the 'pivot to Asia' by attending the ASEAN meeting in Laos. ASEAN is a critical component of SE Asian stability, partnership with...
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Indonesia: Non-Oil Imports Growth Likely to Turn Positive on Gradually Improving Domestic Demand
While the ongoing slowdown in China and concerns about the global economy are expected to continue to weigh on Indonesia’s exports, gradually...
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Indonesia: Bank Indonesia May Have Room to Cut Rates Further
The recent rate cut by Bank Indonesia at its policy meeting on 16th June is expected to provide some support to domestic demand in the months...
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