The Week that Was in ASEAN@Smartkarma - Diagnosed with Prodia, ITail, and Jardine C&C
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
378 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
The Week That Was in ASEAN@Smartkarma - Philippines & Marcos, GoTo's Direction, and Bank Danamon
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
418 Views
The Week That Was in ASEAN@Smartkarma - Astra's Future, Matahari Dept Store on Form, and GoTo's IPO
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
399 Views
Sumber Alfaria Trijaya (AMRT IJ) - Back to Expansion Mode
Sumber Alfaria Trijaya Tbk Pt (AMRT IJ) remains a leading player in Indonesian retail through its minimarkets with plans to accelerate store...
668 Views