Arwana Citramulia (ARNA IJ) - Tiling a Porcelain Path
Arwana Citramulia throws off high returns with ROEs of more than 30%. Valuations do not look challenging with a strong EPS 30% growth and a forward...
363 Views
The Week That Was in ASEAN@Smartkarma - Indonesian Digital Banks, Singapore's SPAC, and Thai Banks
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
439 Views
The Week That Was in ASEAN@Smartkarma - Grab, Emtek, and a Digital Game of Thrones
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
305 Views
The NEW Week that Was in ASEAN@Smartkarma - Thailand'sToursim Dilemma, Thai Banks, and Wilmar's Stub
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable insights from across South...
308 Views
Kimia Farma (KAEF): National Service Is Charity
•Get a mandate to distribute mask throughout Indonesia - Estimated revenues and margin, How much compared to the last year’s earnings •Share Price...
529 Views