AKR Corporindo (AKRA IJ) - A New Chapter Begins
AKR Corporindo (AKRA IJ) released a solid set of results driven by its trading & distribution segment, retail gas stations, and very strong...
43 Views
Sumber Alfaria Trijaya (AMRT IJ) - Good Reason for Optimism
Alfamart will continue to expand its store network in 2025, with Lawson under AMRT to bring future synergy benefits. Valuations look attractive...
328 Views
China: Tariff Walls to Exacerbate Capital Flight, Deflation, Over-Capacity Challenges
Record rise in TSF drove strong 1Q2025 industrial & GDP growth. Trade surplus US$1.08trn in year to Mar'25, but FX reserves flat, indicating...
749 Views
Aspirasi Hidup Indonesia (ACES IJ) - Growing AZKO Stores and Private Label
AHI continues to push the AZKO brand with higher promotional spend, offset by the lack of royalties to ACES US. Guidance looks conservative and...
234 Views
The Week That Was in ASEAN@Smartkarma - Grab's Initiatves, Wintermar Marine, and The Keepers.
The past week saw insights on Grab Holdings (GRAB US), Wintermar Offshore Marine (WINS IJ), Japfa Ltd (JAP SP), Ginebra San Miguel (GSMI PM), and...
270 Views