Mayora Indah (MYOR IJ) - Lovely Biscuits
Mayora Indah (MYOR IJ) is one of the best quality consumer companies in Indonesia leading in categories such as biscuits, candies, cereal, and...
374 Views
The Week That Was in ASEAN@Smartkarma - Bank Rakyat Indonesia, Thai Financials, and Bukalapak IPO
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
242 Views
Bukalapak IPO: Reaching Hard to Reach Areas but Prospects of Profitability Is Bleak
At the proposed IPO price range, Bukalapak is trading at 41.9-47.6x 2020 EV/Sales, which is not cheap, especially for a company that may not be...
306 Views
Erajaya (ERAA): In-Store Experience to Your Home
If US markets have stay-home names such as Peloton and Zoom, Indonesia has Erajaya Swasembada as one of the stay-home names besides the internet...
322 Views
The Week That Was in ASEAN@Smartkarma - Indonesia's COVID Gamble, Industrial Gas, and Bukalapak
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
212 Views