The Week That Was in ASEAN@Smartkarma - Ace Hardware's Lifestyle, AKR Corporindo, and Sai Gon Cargo
The past week saw insight on Ace Hardware Indonesia (ACES IJ), AKR Corporindo (AKRA IJ) Sai Gon Cargo Service (SCS VN), Delta Djakarta (DLTA IJ),...
435 Views
Delta Djakarta (DLTA IJ) Q4 2023: Return to Growth, Prefer MLBI IJ as Market Leader
We summarize the results of Delta Djakarta (DLTA IJ), one of the listed Indonesian beer companies trading at 13x FY23 PE with 25% of the market cap...
442 Views
The Week That Was in ASEAN@Smartkarma - Ultrajaya's Recovery, MAPI's Regional, and Semen Indonesia.
The past week saw insights on Ultrajaya Milk (ULTJ IJ), Mitra Adiperkasa (MAPI IJ), PT Nippon Indosari Corpindo (ROTI IJ), Bukalapak.com (BUKA IJ),...
474 Views
Multi Bintang (MLBI) Q4 2023: Growth Resumes, 7% Div Yield On the Cards, With >70% ROCE
We summarize the results of Multi Bintang(MLBI IJ). Trading at a 13.6x PE, 7% dividend yield, net cash, and ROCE of over 70% with a 60% share of...
735 Views
Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - March 2024
We compile our selection of small and mid-cap names with our desired characteristics of high dividend yields, value, and margin of safety. We...
798 Views