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...
822 Views
Sarimelati Kencana (PZZA IJ) - Fresh Pizza
A recent call with Sarimelati Kencana (PZZA IJ) revealed a positive outlook for 4Q2025, after a challenging 3Q, but the company remained profitable...
293 Views
The Week That Was in ASEAN@Smartkarma - ACES, Alfamart, and Shakey's Pizza
The past week saw insights on Aspirasi Hidup Indonesia (ACES IJ), Sumber Alfaria Trijaya (AMRT IJ), Shakey's Pizza (PIZZA PM), Spindex Industries...
505 Views
The Week That Was in ASEAN@Smartkarma - GoTo Gojek Tokopedia, Sarimelati Kencana, and Gulf Energy
The past week saw insight on GoTo Gojek Tokopedia Tbk PT (GOTO IJ), Sarimelati Kencana PT (PZZA IJ), CNMC Goldmine Holdings (CNMC SP), and Gulf...
557 Views
CrossASEAN Strategy - Indonesia's Delicate Balance
The Indonesian market has seen a sharp sell-off with a confluence of concerns centred around the execution and implementation of government policy...
609 Views