Indonesia Consumer - Positive Impressions from the Jakarta Fair
The highlights from the Jakarta Fair were a plethora of 2W and 4W EVs, a notable presence from dairy players, and many financing options being...
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The Stocks to Own in ASEAN – Vol. 43
We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology. Portfolio changes: Four stocks remain, 10 stocks added.
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The Week That Was in ASEAN@Smartkarma - Matahari Dept Store Has Style, Bank Mandiri, and Astra Intl.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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Matahari Department Store (LPPF IJ) - Normalizing with Stylish Growth
Matahari Department Store 1Q2023 saw solid sales growth, with the normalisation of costs impacting margins temporarily but new merchandise and...
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The Week That Was in ASEAN@Smartkarma - ASSA's Mobility Edge, Alfamart's Convenience, and ITMG.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
281 Views