CrossASEAN Indonesia Strategy - Mutual Fund Destruction Providing Opportunity?
A brewing Mutual Fund scandal in Indonesia has triggered significant redemptions and led to a sharp sell-off in the market late last week,...
592 Views
The Week That Was in ASEAN@Smartkarma - Indonesia Broadband, Singapore Banks, and Thai Stock Picks
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
472 Views
Arwana Citramulia (ARNA IJ) - Cementing Its Recovery - On the Ground in J-Town
A meeting with Arwana Citramulia Tbk Pt (ARNA IJ) at the company’s Puri Indah headquarters in Jakarta on the day of its 1H18 results revealed a...
659 Views
Kawasan Industri Jababeka - Caught in the Headlights - On the Ground in J-Town
Kawasan Industri Jababeka Tbk Pt (KIJA IJ) is exposed to the weakening Rupiah given that two-thirds of its USD exposure through its corporate bonds...
297 Views
Arwana Citramulia - Riding the Sumatran Tiger - On the Ground in J-Town
An update with the management of Arwana Citramulia Tbk Pt (ARNA IJ) confirmed a continuation of the positive momentum established in 3Q17, with...
327 Views