Erajaya Swasembada (ERAA IJ) - Smoke Signals for Impending Catalysts - On the Ground In J-Town
Erajaya Swasembada (ERAA IJ) has well and truly shaken off the poor performance in 2Q19, as investors have refocused attention on a number of...
686 Views
Ace Hardware Indonesia (ACES IJ) - Living in the Lifestyle Kingdom - On the Ground in J-Town
A recent visit to Ace Hardware Indonesia (ACES IJ) found management on a confident form regarding the outlook for 2019, with plans to open a...
766 Views
Bank Central Asia (BBCA IJ) - Underlying Optimist - On the Ground in J-Town
A conversation with Bank Central Asia (BBCA IJ) management revealed a relatively positive outlook after a strong start to the year, with politics...
681 Views
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...
909 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...
632 Views