AllHome IPO: Benchmarking Points to a Trade-Off Between Growth/Margin and Returns
AllHome (AHM PM) claims to have pioneered the “one-stop-shop” home improvement retailer in the Philippines. AllHome has started pre-marketing for...
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The Week that Was in ASEAN@Smartkarma - Indonesia's Elections, Floor Tiles, and Smartphones
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
514 Views
Arwana Citramulia (ARNA IJ) - Strong Underlying Demand Driving Price Hikes and Margin Growth
Arwana is up more than 50% since we published our DEEP DIVE: Arwana Citramulia - The Price Is Right, which we expanded on later that year in Arwana...
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The Week that Was in ASEAN@Smartkarma - Monetary Policy, Building Materials, and Department Stores
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
524 Views
A DEEP DIVE Into The Economics of Catur's Mitra10
At just USD 170m, Catur Sentosa Adiprana Tbk (CSAP IJ) has a profile with investors far beyond its market cap, largely through association with...
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