In today’s briefing:
- The Week That Was in ASEAN@Smartkarma – Resilient Indonesia, MAPI’s Secret, and SAT’s Acquisition.
- The Commodity Report #71
The Week That Was in ASEAN@Smartkarma – Resilient Indonesia, MAPI’s Secret, and SAT’s Acquisition.
- The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity bottom-up, from across South East Asia.
- The past week saw insights on PT Avia Avian, Mitra Adiperkasa, Prodia, Selamat Sempurna, Prodia, Sariguna Primatirta (CLEO), Bank Mandiri, Adi Sarana Armada (ASSA), Bank Negara Indonesia, and Medikaloka Hermina.
- There were also macro insights on the Philippines and Indonesia plus SATS on its acquisition plans and the impact of the Total Access Communication/ True Corp merger on SET Index.
The Commodity Report #71
- We expect the oil crisis to worsen once economic activity resumes again. Till then some months will probably pass.
- Nevertheless, the industry hasn’t increased production significantly enough, and the SPR release by the Biden administration veiled the actual grim picture in the oil market.
- Those stories from Bloomberg show how relaxed the sentiment seems to be again. I have the feeling that this sentiment won’t age well at all.
💡 Before it’s here, it’s on Smartkarma
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