Yili Industrial 2Q Results Commentary And Updated Model Portfolio.
The reaction to Yili's results tells a lot about the state of the stock market. Winter is here. This is not merely a stock market correction, it is...
461 Views
AxJ Consumer Sector: A Different Approach to Investment Research and Model Portfolio
This paper addresses the structural changes in external investment research. Traditional sell-side research does not meet the needs of fund...
709 Views
The Week that Was in ASEAN@Smartkarma - Convenience Stores, Toll Roads And, Tourists
Please find below a short summary of this week's eclectic mix of equity bottom up and top down and thematic Insights across ASEAN@Smartkarma. This...
350 Views
Beverage in Indonesia: Quench Your Thirst!
Recalling my growing up days in Indonesia, being taught on the 3 basic human needs; shelter, food and clothing. They forgot to include one;...
645 Views
Sector Capsule: Personal Care Appliances in Indonesia
Headlines In 2016 volume sales of personal care appliances grow by 3% to reach 590,000 units Personal care appliances continue to be purchased...
6.6k Views