Metrodata Electronic (MTDL IJ) - A Rare Value Play on Indonesia's Digitalization
Metrodata Electronic (MTDL IJ) is a rare value play on the rapid digitalization in Indonesia, which has seen an acceleration driven by the growth...
577 Views
Smartkarma Originals
Matahari Department Store (LPPF IJ) - New Dawn
In this Smartkarma Originals series of Insights on ASEAN Retail, we seek to determine which retail formats are winning out in the battle for...
902 Views
Matahari Department Store - "The King Is Dead, Long Live the King?" - On the Ground in J-Town
There is a body of opinion out there that suggests that the Pt Matahari Department Store (LPPF IJ) model is broken and it should be forever...
877 Views
Indo Snippets: Tobacco Tax for BPJS Deficit, Earthquake in Palu, LPPF Share Buyback, Garudafood IPO
INDO Snippets brings together substantive and significant on the ground chatter that may potentially have a meaningful impact on the Indonesian...
514 Views
Lippo Mall REIT: Downside Priced-In
Since the announcement of the 10% service charge withholding tax, Lippo Malls Indonesia Retail Trust (LMRT SP) has come off 15.8% in 10 days which...
643 Views