The Week That Was in ASEAN@Smartkarma - Sea Ltd Harvesting, Grab's Initiatives, and Bangkok Dusit
The past week saw insights on Sea Ltd (SE US), Grab (GRAB US), Malaysia Airports Holdings (MAHB MK), Bangkok Dusit Medical Services (BDMS TB), and...
401 Views
Retail Sector: Potential Boost from Ied Festives and Promotions (OVERWEIGHT)
We noted more foot traffic to retail/shopping areas toward the end of Mar24, likely supported by the disbursement of the holiday allowance.
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The Week That Was in ASEAN@Smartkafarma - Medikaloka Hermina, Avian Paints, and Vinfast
The past week saw insights on Medikaloka Hermina (HEAL IJ), PT Avia Avian (AVIA IJ), Vinfast (VFS US), CP FOODS (CPF TB), and Johor Plantations IPO.
429 Views
Ace Hardware Indonesia (ACES IJ) - New Product Cycles and Formats
Ace Hardware Indonesia (ACES IJ) continued its positive sales momentum in March 2024. with SSSG of +19.9% YoY nationwide, taking the YTD SSSG to an...
635 Views
The Week That Was in ASEAN@ Smartkarma - MAPI & Boycotts, Ace Hardware Reborn, and VinFast's Trouble
The past week saw insights on Mitra Adiperkasa (MAPI IJ), Ace Hardware Indonesia (ACES IJ), Vinfast (VFS US), The Keepers Holdings (KEEPR PM), and...
394 Views