Grab (GRAB US) - A Rough Ride for Now but Smoother Terrain Ahead
Grab's recent results looked encouraging in terms of headline GMV but the higher driver and consumer incentives hit revenues and profitability...
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Sumber Alfaria Trijaya (AMRT IJ) - Back to Expansion Mode
Sumber Alfaria Trijaya Tbk Pt (AMRT IJ) remains a leading player in Indonesian retail through its minimarkets with plans to accelerate store...
772 Views
Wickhams Hill Research | Under-The-Radar Issue 9
Cosco Capital (COSCO PM) has confirmed the spin-off listing of liquor distribution business later this month. An ongoing buyback at Robinsons...
287 Views
Unilever Indonesia (UNVR IJ) - Rejuvination, Icecream, and Dental Care
A conversation with Unilever Indonesia (UNVR IJ) management in Jakarta last week revealed a company on the front foot rather than one reacting to...
593 Views
Smartkarma Originals
Matahari Department Store (LPPF IJ) - New Dawn
In this Smartkarma Originals series of Insights on ASEAN Retail, we seek to determine which retail formats are winning out in the battle for...
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