Erajaya Swasembada (ERAA IJ) - A Badly Timed Recovery
A recent meeting in Jakarta with Erajaya Swasembada (ERAA IJ) management revealed a company still relatively optimistic about the outlook for 2020,...
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Nippon Indosari Corpindo (ROTI IJ) - Enter the Baker!
Indonesia's largest breadmaker, Nippon Indosari Corpindo (ROTI IJ), released numbers earlier this week confirming positive growth momentum, with...
436 Views
Central Retail: Initial ESG Assessment Is Impressive
ESG ratings providers take a long time to rate issuers of initial public offerings. If you go through a list of recent large IPOs (e.g., Alibaba,...
802 Views
Central Retail Corp IPO: Valuation Palatable at the Low-End
Central Retail (CRC TB), the retail arm of Central Group, is the leading multi-format, multi-category retailing platform in Thailand, Italy and...
723 Views
The Festive Week That Was in ASEAN@Smartkarma - Thai Politics, Indonesia's Minimarkets, and Property
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
923 Views