The Week that Was in ASEAN@Smartkarma - Political Pessimism, Indo Retail, and Philippines Gaming
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
363 Views
Indo Snippets: Tobacco Tax for BPJS Deficit, Earthquake in Palu, LPPF Share Buyback, Garudafood IPO
INDO Snippets brings together substantive and significant on the ground chatter that may potentially have a meaningful impact on the Indonesian...
526 Views
The Week that Was in ASEAN@Smartkarma - Earthquakes, Media, and Pizzas
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
365 Views
Matahari Department Store- Q2 2018 Results Review- Tremendous Buying Opportunity
Pt Matahari Department Store (LPPF IJ) reported Q2 2018 on July 31, 2018. The quarterly report did not change my view that Matahari is one of the...
362 Views
Matahari Dept Store: Key Lessons from Our Wrong Call
Pt Matahari Department Store (LPPF IJ) posted disappointing 1H18 results big time. The key lessons we learn from our wrong call are 1) valuation...
472 Views