The Week That Was in ASEAN@Smartkarma - JCNC Overstretched, Cimory Raises Funds, and AKRA's Growth
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
475 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...
421 Views
Cisarua Mountain Dairy (CMRY IJ) - Fuelled by General Trade and Miss Cimory
Cisarua Mountain Dairy remains one of Indonesia's most interesting high-quality consumer staples companies, with strong brands in both premium...
512 Views
Ultrajaya Milk Industry & Trading (ULTJ IJ) - The Raw Milk Dividend
Ultrajaya Milk Industry & Trading has increased promotional spending to take advantage of improved mobility and with powdered milk prices down 30%...
428 Views
ASEAN Consumer: Still Plenty to Benefit?
After the recent trip to Jakarta, I found enlightenment on why consumer names in Indonesia are worth investing in for the longer term. There is...
477 Views