The Week That Was in ASEAN@Smartkarma - Kungri's Reincarnation, BlueBird Is Back, and Bank Rakyat.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
263 Views
Sumber Alfaria Trijaya (AMRT IJ) - Lawson Taking Up the Reins of Convenience
Sumber Alfaria through its Alfamart and Alfamidi formats is one of the largest mini-market operators in Indonesia but is now expanding aggressively...
541 Views
ASEAN Utilities: From Tap To Socket
I'd be shorting Intouch Holdings' shares here, and going long Advanced Info Service Public, along with some Singapore Telecom.
425 Views
PT Nippon Indosari Corpindo (ROTI IJ) - The Nation's Baker
PT Nippon Indosari Corpindo (ROTI IJ) released a strong set of 3Q2022 against all odds given the increased pressure from higher raw material prices...
179 Views
Sumber Alfaria Trijaya (AMRT IJ) - Gaining Momentum and Scale
Sumber Alfaria Trijaya (Alfamart) remains a core retail holding with an increasing investor following after MSCI inclusion. Valuations remain...
275 Views