The Week that Was in ASEAN@Smartkarma - Hospitals, Cinemas, and Digital Media
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
555 Views
The Week that Was in ASEAN@Smartkarma - Profit Cycles, Towers, and Toll Roads
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
367 Views
Indo Real Estate Tax - Who Needs to Pay Up?
Alan Greene did an amazing job explaining how Lippo Malls Indonesia Retail Trust (LMRT SP) business model which derive its revenue from booming...
421 Views
Cisarua Mountain Dairy: Neglect Provides Opportunity
Innovation, dynamism, financial strength and demonstrably cheap. I first met Farell Sutantio, President Director (CEO) of Cisarua Mountain Dairy...
113 Views
MS-Indonesia Index Earning Revision (Apr): Indah Kiat Pulp & Paper, Telkom Indonesia
We analyzed MS-Indonesia's consensus for Apr 2026 and highlighted changes of EPS in Indah Kiat Pulp & Paper (INKP IJ), Telkom Indonesia (TLKM IJ),...
189 Views