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Selamat Sempurna (SMSM IJ)
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58
Analysis
Consumer Discretionary
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Indonesia
PT Selamat Sempurna Tbk manufactures automotive components such as filters, radiators, condensers, air conditioners, brake pipes, fuel pipes, fuel tanks, mufflers, and machinery spare parts.
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bullish
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Cross Asset Strategy
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29 Oct 2018 15:11
The Week that Was in ASEAN@Smartkarma - Two Tightenings, Pure Gold, and Lippo Group Opportunities?
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
Angus Mackintosh
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316 Views
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bullish
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Arwana Citramulia
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26 Oct 2018 10:08
Arwana Citramulia (ARNA IJ) - Nimble Tile Master - On the Ground in J-Town
I met with Arwana Citramulia (ARNA IJ) management in their Jakarta office and came away impressed with how the company is not only dealing with the...
Angus Mackintosh
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494 Views
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bullish
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Thematic (Sector/Industry)
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06 Aug 2018 10:06
SMSM, SRIL, and WOOD: The Beneficiaries of Weakening IDR
IDR historyThere were two weak business practices of Indonesian companies that made them very susceptible for IDR weakening against USD prior...
Henry Soediarko
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301 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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