Mitra Adiperkasa (MAPI IJ) - Universally Retail
MAPI has proved itself with flying colours during the pandemic and continues to do so as mobility resumes, with offline sales recovering but...
282 Views
Ace Hardware Indonesia (ACES IJ) - The Laggard Household Recovery Story
Ace Hardware Indonesia is trading at 13.5x FY2023E PER, with EPS forecast to recover by +27.8% in FY2023E versus its 5-year average forward PER of...
429 Views
The Week that Was in ASEAN@Smartkarma - PropertyGuru Lock-Ups, Moya Holdings Delisting, and TISCO.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
435 Views
The Week That Was in ASEAN@Smartkarma - Alfamart's Growth, Comfort Delgro, and The Keepers
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
354 Views
ASEAN Consumer: Still Plenty to Benefit?
After the recent trip to Jakarta, I found enlightenment on why consumer names in Indonesia are worth investing in for the longer term. There is...
487 Views