Sea Ltd: A Surprise Winner in Cut-Throat E-Commerce Battle?
A big takeaway from our conversations with Indo e-commerce industry sources is that they vouch for Shopee's (Sea Ltd's (SE US) e-commerce arm) MS...
859 Views
Bank Central Asia (BBCA IJ) - Firmer Going Underfoot & Fishing for Minnows - On the Ground in J-Town
Expectations of a more cautious outlook for the remainder of 2018 may have to be put on hold, with a more positive outlook than expected coming...
569 Views
Erajaya (ERAA): The New Era Will Last
Angus did an excellent job in uncovering investment opportunity in Erajaya Swasembada (ERAA IJ) pre-2018 and has done very well since. With the...
539 Views
Indonesia's Digital Economy - Notes & Transcribed JFCC Address by Information Minister Rudiantara
Information Minister Rudiantara handled questions about data centers, nationwide connectivity and restrictions on content providers in an address...
490 Views
Bank Mandiri - A Future by Design - On the Ground in J-Town
A 1-on-1 meeting with the new Head of Investor Relations at Bank Mandiri Persero Tbk Pt (BMRI IJ) in Jakarta revealed a more optimistic outlook for...
365 Views