Cigarette - Upbeat 3Q23 yoy earnings growth; attractive yield play
Our cigarette price survey revealed no significant movements in retail prices during August to Sept 2023, likely given the soft/negative volume...
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Cigarette: Waiting for Change
Excise tax simplification for cigarettes is only likely to take place after 2024, good news for the below tier-1 cigarette producers.
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The Week That Was in ASEAN@Smartkarma - Indonesia's Rich Media, Mitratel, and Malaysian Banks
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
424 Views
The Week That Was in ASEAN@Smartkarma - Grab on the Go, Monde Nissin, and Online Groceries
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
374 Views
MS-Indonesia Index Earning Revision (Jun): United Tractors, PT Amman Mineral Internasional
We analyzed MS-Indonesia's consensus for Jun 2026 and highlighted changes of EPS in United Tractors (UNTR IJ), PT Amman Mineral Internasional (AMMN...
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