The Week That Was in ASEAN@Smartkarma - Ultrajaya's Recovery, MAPI's Regional, and Semen Indonesia.
The past week saw insights on Ultrajaya Milk (ULTJ IJ), Mitra Adiperkasa (MAPI IJ), PT Nippon Indosari Corpindo (ROTI IJ), Bukalapak.com (BUKA IJ),...
318 Views
The Week That Was in ASEAN@Smartkarma - ASSA's Mobility Edge, Alfamart's Convenience, and ITMG.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
251 Views
The Week That Was in ASEAN@Smartkarma - Matahari Dept Store, Astra Intl's Award, and Arwana's Shine
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
296 Views
Dynasty Ceramic Pub (DCC TB) - Tiling Thailand with Large and Small
Dynasty Ceramic Pub (DCC TB) is a high-quality play on the economic recovery in Thailand, with a good governance reputation. Valuations look...
725 Views
The Week That Was in ASEAN@Smartkarma - Grab, Sea Ltd, and GoTo's Lock-Up
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
298 Views