The Week that Was in ASEAN@Smartkarma - Ramadan, Russians and Hot-Pots
The week in ASEAN saw a pickup in activity after last week's Hari Raya holidays, with a note on Pension lender Bank Pmbngn Daerh Jawa Brt Dn Btn...
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The Week that Was in ASEAN@Smartkarma - Macro Themes, Security Solutions and Scandals
In this festive Hari Raya week in ASEAN, we take a look at a number of macro themes and bottom-up ideas across South East Asia on Smartkarma. TOP...
370 Views
Mitra Adiperkasa - Consolidating Department Stores and Building Beverages - On the Ground in J -Town
An interesting call with Miquel Staal, previously investor relations of Mitra Adiperkasa Tbk Pt (MAPI IJ) but now more corporate finance focused,...
645 Views
Ace Hardware Indonesia: Bloated Inventory Remaining a Big Overhang
Ace Hardware Indonesia (ACES IJ) has seen its SSSG recover to 5% in 1Q17 and 14% in Apr, vs. 0.5-1.4% in 2015-16. Management sees online retail...
397 Views
Ramayana - Celebrity Transformation - On the Ground in J-Town
A visit to department store operator Ramayana Lestari Sentosa Pt (RALS IJ) at its office in downtown Jakarta proved an enlivening experience. Soon...
400 Views