The Week that Was in ASEAN@Smartkarma - Elections, Inflation, and Indonesian Retail Therapy
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
316 Views
Wilmar: China Listing at ~20x Might Prove Too Optimistic.
INVESTMENT VIEW: Management sounded confident that they could list its China operations at ~20x PER and unlock value in Wilmar International (WIL...
533 Views
Resource Export Earnings Repatriated / Sulawesi Flood / BTP Free / Tax IT / MRT / Electoral Agencies
Politics: Corruption moved to the fore of campaign sparring, as National Mandate Party (Pan) founder Amien Rais accused President Joko Widodo of...
443 Views
Golden Agri: Reduced Risk of El Niño Pushes Out CPO Price Recovery into 2020
INVESTMENT VIEW:The Australian Bureau of Meteorology has just downgraded its risk of El Niño from ‘Alert’ to ‘Watch’, and as a result, we temper...
500 Views
Bank Mandiri (BMRI IJ) - Shape Shifting and Millenial Mortgages - On the Ground in J-Town
A recent meeting with Bank Mandiri Persero (BMRI IJ) in Jakarta confirmed a positive outlook for loan growth and net interest margins for 2019,...
653 Views