INDO Snippets: Lippo Group Saga, Cement Industry Consolidation
INDO Snippets brings together substantive and significant on the ground chatter that may potentially have a meaningful impact on the Indonesian...
629 Views
Arwana Citramulia (ARNA IJ) - Nimble Tile Master - On the Ground in J-Town
I met with Arwana Citramulia (ARNA IJ) management in their Jakarta office and came away impressed with how the company is not only dealing with the...
601 Views
Anti-Trust Should Be A Non-Issue In The GPSC/Glow Deal
A decision by the Energy Regulatory Commission (ERC) on the acquisition of a 69.11% stake in Glow Energy Pcl (GLOW TB) by Global Power Synergy...
676 Views
The Week that Was in ASEAN@Smartkarma - Hospitals, Cinemas, and Digital Media
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
482 Views
SCC (SCC TB): Conglomerate Set to Gain from Private and Public Projects
Low volatility in earnings, share price is less volatile, and cheap on a PE basis relative to its sector Stronger margins for the packaging...
326 Views