Berli Jucker (BJC TB) - Big C Recovery in Motion
Berli Jucker booked a solid set of results for 4Q2024, with margin improvements across its four major segments, but its modern retail supply chain...
198 Views
The Week That Was in ASEAN@Smartkarma - Indonesia Strategy, Maynilad Water Services and Mayora Indah
The past week saw insights on Indonesia Strategy, Maynilad Water Services, Mayora Indah (MYOR IJ), and Top Glove Corp (TOPG MK).
261 Views
CrossASEAN Strategy - Indonesia's Delicate Balance
The Indonesian market has seen a sharp sell-off with a confluence of concerns centred around the execution and implementation of government policy...
352 Views
The Week That Was in ASEAN@Smartkarma - CPALL, Arwana Citramulia, and Sido Muncul
The past week saw insights on CP ALL PCL (CPALL TB), Arwana Citramulia (ARNA IJ), Sido Muncul (SIDO IJ), and AvePoint (AVPT US)
174 Views
Arwana Citramulia (ARNA IJ) - Rectifying and Enlarging
A call with Arwana Citramulia cleared up some lingering concerns from 2024, which was a year of reconfiguration of capacity to help differentiate...
219 Views