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...
624 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...
611 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...
628 Views
Indomobil Sukses Internasional - The Changeling? - On the Ground in J-Town
A recent visit to Indomobil Sukses Internasional Tbk Pt (IMAS IJ) in Jakarta revealed a fascinating transformation story and an obvious...
524 Views
Jasa Marga: Uptick for Hari Raya
Share Price Fall - Opportunity?Jasa Marga (Persero) Tbk Pt (JSMR IJ) share price has gone up by 23.52% for the 2H 2017 only to fall even lower in...
287 Views