Ultrajaya Milk Industry & Trading (ULTJ IJ) - Growth in a Small Carton
Ultrajaya remains one of Indonesia's least appreciated consumer staple players, with super-strong brands and a good long term growth track record...
527 Views
The Week That Was in ASEAN@Smartkarma - Indonesia Strategy, Bukalapak, and MNCN's Digital Edge
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
295 Views
Bukalapak (BUKA IJ) - The Magic of Mitra
Bukalapak released an impressive set of 2Q2021 results, with the MSME Mitra business now close to half its TPV and showing triple-digit YoY growth....
417 Views
Del Monte Philippines IPO: Valuation First-Look
DMPI is pre-marketing for an IPO to raise up to $0.9 billion at the maximum offer price of PHP54.80. In this note, we present our forecasts and...
385 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