Mitra Adiperkasa (MAPI IJ) - Mercury Rising
MAPI remains a core proxy for the recovery in consumer spending in Indonesia, which is well-underway, with an increasingly digital edge.
452 Views
Erajaya Swasembada (ERAA IJ) - The Empire Strikes Back
Erajaya recently released an impressive set of 1Q2021, driven by strong handsets sales, with a positive tailwind from the new rules on compulsory...
439 Views
The Week That Was in ASEAN@Smartkarma - Supercharged Sea Ltd, Grab's Risks, and Telkom Transforming
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
268 Views
The Week That Was in ASEAN@Smartkarma - Grab's Euphoria, MAPI, and Monde Nissin
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
301 Views
Mitra Adiperkasa (MAPI IJ) - Unified in Retail
Mitra Adiperkasa remains one of our top picks for recovery as a proxy for recovery retail sales increased vaccinations and mobility boosting...
350 Views