Kino Indonesia (KINO IJ) - A Domestic Consumer Gem - On the Ground in J-Town
Kino Indonesia (KINO IJ) is one of those companies that after visiting leave you feeling elated that you have found a corporate that is not fully...
809 Views
Nippon Indosari Corpindo (ROTI IJ) - A Baker's Dozen - On the Ground in J-Town
A meeting with Indonesia's largest bread company, Nippon Indosari Corpindo (ROTI IJ) at the Lippo Mall at Puri Indah presented a palatable...
814 Views
Sumber Alfaria Trijaya (AMRT IJ) - Flying off the Shelves - On the Ground in J-Town
Leading Indonesian mini-mart operator Sumber Alfaria Trijaya Tbk P (AMRT IJ) (Alfamart) has undergone quite a dramatic transformation over the past...
687 Views
Bank Mandiri (BMRI IJ) - Corporate and Micro Loans Stealing the Show - On the Ground in J-Town
A timely 1-on-1 call with Bank Mandiri Persero (BMRI IJ) management revealed some interesting trends in loan growth, with large-cap corporate and...
676 Views
Sari (ROTI): Long-Term Positive But No near Term Catalyst in FY 2018
I had a call with the management to find out about internet business contribution from Go-Food, Ramadhan period on revenue for the 2Q, and sales...
702 Views