SCMA - Trading Places - On the Ground in J-Town
A meeting with Surya Citra Media Pt Tbk (SCMA IJ) in rainy Jakarta late last week revealed a brighter picture ahead, with its audience share taking...
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The Week that Was in ASEAN@Smartkarma - Convenience Stores, Toll Roads And, Tourists
Please find below a short summary of this week's eclectic mix of equity bottom up and top down and thematic Insights across ASEAN@Smartkarma. This...
188 Views
INDF (INDF IJ): Agribusiness and Exports Should Support Growth
High earnings quality, cheap on a gross profit basis, and good cost management relative to its sector Better productivity and high Crude Palm Oil...
252 Views
The Week that Was in ASEAN@Smartkarma - Converse, Returned Cheques, and Advertising
This week's prolific offering of insights across ASEAN@Smartkarma includes an eclectic mix of equity bottom up and top down and thematic insights...
239 Views
INDF: Agribusiness Should Remain Solid
Low correlation with Western stock markets, good price momentum,and strong long-term earnings growth relative to its sector INDF continues its...
182 Views