SCMA - Driven by the Old and the New - On the Ground in J-Town
A 1-on-1 call with Surya Citra Media Pt Tbk (SCMA IJ), after the dust had settled post its FY17 results, revealed indications of a strong 1Q18...
347 Views
Bank Mandiri - A Future by Design - On the Ground in J-Town
A 1-on-1 meeting with the new Head of Investor Relations at Bank Mandiri Persero Tbk Pt (BMRI IJ) in Jakarta revealed a more optimistic outlook for...
415 Views
Sarana Menara Nusantara: M&A at Play?
The IR of Sarana Menara Nusantara Pt (TOWR IJ) lays out a bullish case on telecom tower demand, thanks to surging data demand/smartphone boom. The...
323 Views
MNCN - Let Me Entertain You - On the Ground in J Town
Whilst kicking tires in Jakarta I had a meeting leading TV player with Media Nusantara Citra Tbk Pt (MNCN IJ). Management maintains that the loss...
427 Views
Gudang Garam: Newsflow Related Correction Presents Good Opportunity
Newsflow around President Jokowi's comments on a potential FCTC ratification by Indonesia and limiting public smoking areas resulted in >5%...
483 Views