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Indofood Sukses Makmur Tbk P (INDF IJ)
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137
Analysis
Consumer Staples
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Indonesia
PT Indofood Sukses Makmur Tbk and its subsidiaries manufacture instant noodles, wheat flour, baby food, food seasonings, coffee, cooking oil, and snacks.
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bullish
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Bank Mandiri Persero
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04 Sep 2018 14:50
Bank Mandiri (BMRI IJ) - Corporate and Micro Loans Stealing the Show - On the Ground in J-Town
A timely 1-on-1 call with Bank Mandiri Persero (BMRI IJ) management revealed some interesting trends in loan growth, with large-cap corporate and...
Angus Mackintosh
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508 Views
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bullish
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Thematic (Sector/Industry)
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13 Jul 2018 04:37
RRG Global Macro - Inflation Continues to Rise - Trade War Won't Help - Opportunities in EM
Turkey: Erdogan appointed son-in-law to head economy. Hints that interest rates need to come down hurt lira. Brazil: IMF experts visited last week...
David Riedel
410 Views
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bullish
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PT Surya Citra Media Tbk
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28 Jun 2018 15:22
SCMA - Leading the Charge to the Games - On the Ground in J-Town
A recent conversation with Surya Citra Media Pt Tbk (SCMA IJ) in Jakarta revealed a slightly less optimistic short-term view but continuing...
Angus Mackintosh
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175 Views
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bullish
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Thematic (Sector/Industry)
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25 Jun 2018 19:28
The Week that Was in ASEAN@Smartkarma - Indonesian Politics, Towers, and Thai Finance
The edition includes the past two week's offerings of Insights across ASEAN@Smartkarma as this Insight Provider was on a Hari Raya break. It is,...
Angus Mackintosh
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109 Views
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bullish
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Indomobil Sukses Internasional
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14 Jun 2018 16:58
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...
Angus Mackintosh
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383 Views
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