Indonesia Politics Weekly: Prabowo on Economy; JW's Risky Treasurers; Budget Passes; PD's Straddle
Politics: Economic conditions will be the focus of campaigning, according to Gerindra Chair Prabowo Subianto, but the presidential candidate has...
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Jakarta Traffic - On the Ground Observation
In my previous note, I have written about how the new SHIA express could give Blue Bird (BIRD IJ) a run for their money. Last week, I had the...
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SMSM, SRIL, and WOOD: The Beneficiaries of Weakening IDR
IDR historyThere were two weak business practices of Indonesian companies that made them very susceptible for IDR weakening against USD prior...
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The Week that Was in ASEAN@Smartkarma - Toll Roads, Exploding Smartphone Growth, and ASEAN Cement
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Jasamarga (JSMR): Increase Awareness + Launch of ABS = Higher Share Price?
The first half of the year was a moment to forget for the management; more toll road to build and share price plummeted as a result of earnings...
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