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Gudang Garam (GGRM IJ)
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148
Analysis
Consumer Staples
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Indonesia
PT Gudang Garam Tbk manufactures and distributes cigarettes and operates activities related to the cigarette industry. Through its subsidiaries, the Company also operates in the paper-related activities.
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Media Nusantara Citra
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10 Feb 2017 16:27
MNCN - Let Me Entertain You - On the Ground in J Town
Whilst kicking tires in Jakarta I had a meeting leading TV player with Media Nusantara Citra Tbk Pt (MNCN IJ). Management maintains that the loss...
Angus Mackintosh
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369 Views
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bullish
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Thematic (Sector/Industry)
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03 Feb 2017 17:49
The Week that Was in ASEAN@Smartkarma - Big Ideas, Schools and Department Stores
In the week's ASEAN weekly, we feature an interview with Patrick Cao, the new CFO ofTokopedia. It is an on-line C2C marketplace and one of...
Angus Mackintosh
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1.5k Views
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27 Jan 2017 17:06
The Week that Was in ASEAN@Smartkarma - Groceries, Noodles and Gossip Girls
In our inaugural ASEAN weekly offering, we kick off with an interview with one of our most experienced and erudite economists on the platform,...
Angus Mackintosh
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472 Views
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Thematic (Sector/Industry)
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21 Jan 2017 11:39
Then & Now: Online Grocery Delivery in the US & SE Asia (Part 2 of 2)
In this piece, we continue part 2 of the article written by Daniel Hellberg as part of our collaboration piece: #Then & Now: Online Grocery...
Valerie Law, CFA
799 Views
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Thematic (Sector/Industry)
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11 Jan 2017 13:25
Hello Indo Consumption, How Are You Doing?
Our proprietary consumption scorecard reveals that Indonesia consumption in 2Q-4Q16 period is on the recovery path. We expect the consumption...
Johannes Salim, CFA
1.4k Views
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