CrossASEAN Indonesia Strategy - Parting Clouds
The Indonesian stock market was down 2% over the last year despite a flurry of inflows in the summer but this year looks interesting with a new...
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Indonesia Strategy - Caught in a Perfect Updraft?
Despite the JCI knocking on all-time highs, valuations continue to look attractive with prospects of a better 2H2024 and lower interest rates. Top...
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Primer: Matahari Department Store (LPPF IJ) - May 2026
Matahari is the market leader in Indonesia's department store segment, but faces significant headwinds from weakening consumer purchasing power...
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CrossASEAN Strategy - Consumption Purge
Despite relatively healthy revenue growth from retailers in Southeast Asia, the share prices of listed consumer companies have been weak, with...
246 Views
The Week That Was InASEAN@Smartkarma - Thai Beverage, Matahari Department Store, and ROTI Baking
The past week saw insights on Thai Beverage (THBEV SP), Matahari Department Store (LPPF IJ), Nippon Indosari Corpindo (ROTI IJ, Yeo Hiap Seng, and...
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