Arwana Citramulia (ARNA IJ) - Strong Underlying Demand Driving Price Hikes and Margin Growth
Arwana is up more than 50% since we published our DEEP DIVE: Arwana Citramulia - The Price Is Right, which we expanded on later that year in Arwana...
721 Views
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...
422 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...
319 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...
498 Views