The Week that Was in ASEAN@Smartkarma - Monetary Policy, Building Materials, and Department Stores
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
406 Views
A DEEP DIVE Into The Economics of Catur's Mitra10
At just USD 170m, Catur Sentosa Adiprana Tbk (CSAP IJ) has a profile with investors far beyond its market cap, largely through association with...
1k Views
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...
312 Views
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...
488 Views
The Week that Was in ASEAN@Smartkarma - Indo Opinion Polls, Philippines F&B, and Thai Telcos
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
385 Views