The Week that Was in ASEAN@Smartkarma - Consumer Finance, Political Scenarios and Indonesian Banks
This week's offering across ASEAN@Smartkarma is as always an eclectic mix of both top-down and thematic insights, as well as equity bottom up. I...
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Ramayana Lestari Sentosa - Fashionable Transformation - Company Update
A conversation with Ramayana management post the release of December numbers yesterday revealed a more optimistic outlook for 2018. Fashion and...
321 Views
Mitra Adiperkasa: Delivering on Earnings Recovery
Conference call with the IR of Mitra Adiperkasa Tbk Pt (MAPI IJ) reveals more resilient SSSG amid weaker-than-expected domestic...
286 Views
The Week that Was in ASEAN@Smartkarma - Industrials, Herbal Remedies, and Filters
Please find below a brief summary if this week's Insights in ASEAN@Smartkarma. For more detail please scroll down to the detail...
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Ramayana Lestari Sentosa - The Goods Department - On the Ground in J-Town
Ramayana Lestari Sentosa Pt (RALS IJ) continues to see some disappointment in its headline same-store sales growth (SSSG), with the October number...
343 Views