The Week that Was in ASEAN@Smartkarma - SE Asia's Consumer Proxy, Wilmar's YKA IPO, and CRC
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable insights from across South...
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Erajaya Swasembada (ERAA IJ) - Goodbye Blackmarket
Indonesia's laregst Erajaya Swasembada (ERAA IJ)
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Sido Muncul (SIDO): Raw Material Price Increase Squeeze Margin
A fact-finding with a friend in East Java revealed that ginger, a key ingredient for SIDO's flagship product - TOLAK ANGIN - has seen a sharp...
420 Views
CrossASEAN Strategy - Life After Gojek and the Land of Digital Banking
The fact that Gojek (1379371D IJ) has managed to secure US$1.2bn in new funding over the past week in this apocalyptic environment says something...
555 Views
Erajaya Swasembada (ERAA IJ) - A Badly Timed Recovery
A recent meeting in Jakarta with Erajaya Swasembada (ERAA IJ) management revealed a company still relatively optimistic about the outlook for 2020,...
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