The Week That Was in ASEAN@Smartkarma - Towers, Birds, and Banking
In this week's ASEAN weekly offering I include a "Bonus Insight" with Bank Central Asia Tbk Pt (BBCA IJ) from my visit to Jakarta last week. Please...
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Matahari Department Store - Guidance Out of Character - Company Update
PT Matahari Department Store (LPPF IJ) normally presents its business as one which is less exposed to the vagaries of the outside world, as a...
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The Week That Was in Asean@Smartkarma - Sweet Deals, Seaweeds and Shifting Patient Flows
In this week's ASEAN Weekly, I decided to fill in for the series as I suspect Angus Mackintosh is collecting good stories in J-town but got stuck...
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Ed or Tech, Edtech Firms Must Cross These Moats
The global edtech market is expected to grow 17% a year - hitting USD 252bn by 2020, according to research by IBIS Capital. Global tech companies...
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Matahari Putra Prima (Hypermart) - Box Too Big? On the Ground in J-Town
Shopping in Jakarta can be a chore of monumental proportions, if you have to travel any distance by car to get there. Larger format stores such...
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