Bank Mandiri (BMRI IJ) - Money's Too Tight to Mention - On the Ground in J-Town
A recent conversation with Bank Mandiri Persero (BMRI IJ) management revealed a keen focus on an increasingly tight liquidity environment in...
569 Views
Kino Indonesia (KINO IJ) - A Domestic Consumer Gem - On the Ground in J-Town
Kino Indonesia (KINO IJ) is one of those companies that after visiting leave you feeling elated that you have found a corporate that is not fully...
707 Views
Erajaya (ERAA): Painful Q2 2019 and JUUL
The Q2 2019 result was weaker than expected but the management is making progress with clearing up inventory and lowering short term loan due to...
576 Views
The Week that Was in ASEAN@Smartkarma - Thai Politics, Bank Negara Indonesia, and Singapore Property
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
819 Views
Nippon Indosari Corpindo (ROTI IJ) ​- A Baker's Dozen - On the Ground in J-Town
A meeting with Indonesia's largest bread company, Nippon Indosari Corpindo (ROTI IJ) at the Lippo Mall at Puri Indah presented a palatable...
751 Views