Erajaya Swasembada (ERAA IJ) - Goodbye Blackmarket
Indonesia's laregst Erajaya Swasembada (ERAA IJ)
528 Views
Sido Muncul (SIDO): Raw Material Price Increase Squeeze Margin
A fact-finding with a friend in East Java revealed that ginger, a key ingredient for SIDO's flagship product - TOLAK ANGIN - has seen a sharp...
467 Views
CrossASEAN Strategy - Life After Gojek and the Land of Digital Banking
The fact that Gojek (1379371D IJ) has managed to secure US$1.2bn in new funding over the past week in this apocalyptic environment says something...
615 Views
Erajaya Swasembada (ERAA IJ) - A Badly Timed Recovery
A recent meeting in Jakarta with Erajaya Swasembada (ERAA IJ) management revealed a company still relatively optimistic about the outlook for 2020,...
468 Views
XL Axiata (EXCL IJ) - It's All About the Data
A meeting with XL Axiata (EXCL IJ) management in Jakarta this week confirmed that competition from smaller players such as Smartfren Telecom (FREN...
534 Views