Indonesian Retail - The War of the Worlds Has Begun - Alibaba to Invest in Tokopedia (Part 1)
The War of the Worlds has begun for Indonesian retailThe changing retail landscape in Indonesia is about to undergo what might to an irreversible...
430 Views
The Week that Was in ASEAN@Smartkarma - Ramadan, Russians and Hot-Pots
The week in ASEAN saw a pickup in activity after last week's Hari Raya holidays, with a note on Pension lender Bank Pmbngn Daerh Jawa Brt Dn Btn...
317 Views
The Week that Was in ASEAN@Smartkarma - Macro Themes, Security Solutions and Scandals
In this festive Hari Raya week in ASEAN, we take a look at a number of macro themes and bottom-up ideas across South East Asia on Smartkarma. TOP...
372 Views
Mitra Adiperkasa - Consolidating Department Stores and Building Beverages - On the Ground in J -Town
An interesting call with Miquel Staal, previously investor relations of Mitra Adiperkasa Tbk Pt (MAPI IJ) but now more corporate finance focused,...
662 Views
Ace Hardware Indonesia: Bloated Inventory Remaining a Big Overhang
Ace Hardware Indonesia (ACES IJ) has seen its SSSG recover to 5% in 1Q17 and 14% in Apr, vs. 0.5-1.4% in 2015-16. Management sees online retail...
400 Views