The Christmas Week That Was in ASEAN@Smartkarma - Malaysian Reshuffle, GoTo Plays Safe, and Alfamart
The Past Week saw insights on GoTo Gojek Tokopedia (GOTO IJ), Sumber Alfaria Trijaya (AMRT IJ), Airports of Thailand (AOT TB) and the Philippine...
735 Views
Sumber Alfaria Trijaya (AMRT IJ) - Rationalising the Lawson Buildout
Sumber Alfaria Trijaya remains the best way to play the minimarket space in Indonesia. 4Q 2023 numbers should provide a positive catalyst given it...
727 Views
The Week That Was in ASEAN@Smartkarma - Alfamart's Expansion, Erajaya, and Anwar's Malaysia
The past week saw insights on Sumber Alfaria Trijaya (AMRT IJ), Erajaya Swasembada (ERAA IJ), Bumrungrad Hospital (BH TB), Sido Muncul (SIDO IJ),...
456 Views
Sumber Alfaria Trijaya (AMRT IJ) - Ongoing Momentum Sustained
Sumber Alfaria Trijaya remains a core retail holding, with its premium valuation justified by its strong growth prospects, with estimated 2-year...
705 Views
The Week That Was in ASEAN@Smartkarma - Cisarua Mountain Dairy, Sumber Alfaria Trijaya, and DBS Bank
The past week saw insights on Cisarua Mountain Dairy (CMRY IJ), Sumber Alfaria Trijaya (AMRT IJ), Ace Hardware Indonesia (ACES IJ), Boustead...
507 Views