Indomobil Sukses Internasional - The Changeling? - On the Ground in J-Town
A recent visit to Indomobil Sukses Internasional Tbk Pt (IMAS IJ) in Jakarta revealed a fascinating transformation story and an obvious...
524 Views
The Week that Was in ASEAN@Smartkarma - Profit Cycles, Towers, and Toll Roads
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
311 Views
Indo Strategy: What If EM Contagion Unravels?
In times of fluid Rupiah situation like now, we take Rupiah as the leading indicator over stock market, not the other way around. Stabilizing...
180 Views
Indonesia Property - Harnessing the E-Commerce Boom in Indonesia - On the Ground in J-Town
The 7th Annual JLL Indonesia Real Estate Forum in Jakarta saw record attendance, with around 600 real estate clients attending. The room was...
243 Views
Japfa Comfeed: Firmly in the Up-Cycle
A call with management reveals that Japfa Comfeed Indonesia Tbk Pt (JPFA IJ)'s business is in the up-cycle, with firming ASP. JPFA delivered a...
291 Views