Mitra Adiperkasa (MAPI IJ) - Multi-Channel in Motion
Mitra Adiperkasa continues to recover, utilising its MAPCLUB members to drive sales through more effective targeted promotions and efficiencies....
641 Views
Matahari Department Store (LPPF IJ) - Multiple Fashionable Levers for Growth in 2023
Matahari has rebranded itself and improved its merchandise mix with a push towards millennials and more affluent consumers. Valuations are...
392 Views
Pertamina Geothermal Energy IPO - Somewhat like an Energy Explorer. Somewhat like a Power Producer
Pertamina Geothermal Energy (PGE) is looking to raise around US$650m in its upcoming Indonesia IPO. PGE is an state owned power producer which...
538 Views
The Week That Was in ASEAN@Smartkarma - Adaro Beyond Coal, Indocement, and SingTel Back in Favour?
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
518 Views
The Stocks to Own in Asia – Vol. 39
We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology. Six stock remains, and eight stocks added to our portfolio.
532 Views