The Week that Was in ASEAN@Smartkarma - Buoyant Budgets, Hospitals, and Telcos
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
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Arwana Citramulia - Riding the Sumatran Tiger - On the Ground in J-Town
An update with the management of Arwana Citramulia Tbk Pt (ARNA IJ) confirmed a continuation of the positive momentum established in 3Q17, with...
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Arwana Citramulia (ARNA IJ) - Increasing Headwinds, High Valuation and Looming Downgrades
Arwana Citramulia Tbk Pt (ARNA IJ) is well-known to investors in South-East Asia, many of whom did well out of the +1300% gain between 2010 and...
315 Views
Arwana Citra Mulia - Digitally Remastered - On the Ground in J-Town
A recent meeting in Jakarta with Indonesia's lowest cost and most efficient ceramic tile producer, Arwana Citramulia Tbk Pt (ARNA IJ), revealed a...
390 Views
The Week that Was in ASEAN@Smartkarma - Filters, Construction And Shipping
I spent the second half of last week in Jakarta and Surabaya, kicking the tires and walking the tiles on the two cities, with a visit to Arwana...
338 Views