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HM Sampoerna (HMSP IJ)
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148
Analysis
Consumer Staples
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Indonesia
PT Hanjaya Mandala Sampoerna Tbk manufactures hand rolled and machine-rolled clove-blended cigarettes. The Company distributes its products in the domestic and international market. Through its subsidiaries, the Company also develops properties.
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bearish
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PT Surya Citra Media Tbk
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19 Oct 2017 17:49
SCMA - Dire Straits Comeback - On the Ground in J-Town
A conversation with Surya Citra Media Pt Tbk (SCMA IJ) this week revealed a much more pessimistic view than expected about the state of the TV...
Angus Mackintosh
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355 Views
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bullish
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Sarana Menara Nusantara
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08 Sep 2017 05:32
Sarana Menara Nusantara: M&A at Play?
The IR of Sarana Menara Nusantara Pt (TOWR IJ) lays out a bullish case on telecom tower demand, thanks to surging data demand/smartphone boom. The...
Johannes Salim, CFA
300 Views
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bullish
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Thematic (Sector/Industry)
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24 Mar 2017 09:33
Sector Capsule: Personal Care Appliances in Indonesia
Headlines In 2016 volume sales of personal care appliances grow by 3% to reach 590,000 units Personal care appliances continue to be purchased...
Euromonitor International Ltd.
6.5k Views
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bullish
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Thematic (Sector/Industry)
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17 Mar 2017 20:40
The Week That Was in ASEAN@Smartkarma - Consumers, Frontiers, and Mortgages
The Week That Was in ASEAN@SmartkarmaIn this week's ASEAN weekly, better consumption numbers in Indonesia are a theme, with Angus...
Angus Mackintosh
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1.6k Views
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bullish
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Thematic (Sector/Industry)
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05 Mar 2017 19:19
The Week That Was in ASEAN@Smartkarma (Part 2) - Macet=Traffic Jam
For this week's ASEAN Weekly, created in the midst of Jakarta "Macet", I interviewed Insight Provider and Thai guru Athaporn Arayasantiparb to...
Angus Mackintosh
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373 Views
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