The Week That Was in ASEAN@Smartkarma - Indofood's On Track, ROTI's Rising, and BliBli's Omnichannel
The past week has seen insights on Indofood CBP Sukses (ICBP IJ), PT Nippon Indosari Corpindo (ROTI IJ), Global Digital Niaga (BELI IJ), OCBC (OCBC...
Angus Mackintosh
201 Views
Global Digital Niaga (BELI IJ) - Truly Omnichannel
Global Digital Niaga Tbk PT (BELI IJ) remains a differentiated player in the e-commerce space boosted by tiket.com and its offline presence brought...
Angus Mackintosh
202 Views
Indofood CBP Sukses (ICBP IJ) - FMCG On Track at Home and Abroad
Indofood CBP should increasingly be seen as an emerging market consumer staples player, with globally recognised brands such as Indomie and...
Angus Mackintosh
160 Views
PT Nippon Indosari Corpindo (ROTI IJ) - Baking in Rising Expectations
The outlook for ROTI in 4Q and into FY2024 looks positive given a wider footprint and the potential for improvements in its return rate. Valuations...
Angus Mackintosh
258 Views
The Week That Was in ASEAN@Smartkarma - Alfamart's Expansion, Erajaya, and Anwar's Malaysia
The past week saw insights on Sumber Alfaria Trijaya (AMRT IJ), Erajaya Swasembada (ERAA IJ), Bumrungrad Hospital (BH TB), Sido Muncul (SIDO IJ),...
Angus Mackintosh
225 Views