The CrossASEAN Week That Was in ASEAN@Smartkarma - Erajaya, Jardine Matheson, and Philippines Picks
The past week saw insights on Erajaya Swasembada (ERAA IJ), Jardine Matheson Holdings (JM SP), and a shortlist of high-conviction buys in the...
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Erajaya Swasembada (ERAA IJ) - Affordability Rocks
Erajaya Swasembada (ERAA IJ) booked a solid set of 1H2024 results driven by the availability of affordable handsets, with volumes driving growth...
388 Views
PT Erajaya Swasembada Tbk (ERAA IJ) - Handset Volume On-Track
ERAA released its 2Q24 results, with revenue reaching IDR16.5 tn, slightly down by -1.1% QoQ but surging by +16.8% YoY (vs IDR14.1 tn in 2Q23).
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The Week That Was in ASEAN@Smartkarma - Delfi the Chocolatier, Second Chance Property, and Jollibee.
The past week saw Insights on Delfi Ltd (DELFI SP), Second Chance Properties (SCE SP), Jollibee Foods (JFC PM), Vietcombank, and Indonesia Macro.
388 Views
The Week That Was in ASEAN@Smartkarma - Prodia's Cure, Ace Hardware, and Erajaya's Growing Volumes
The past week saw insights on Ace Hardware Indonesia (ACES IJ), Prodia (PRDA IJ), Erajaya Swasembada (ERAA IJ), and Barito Renewables Energy (BREN...
360 Views