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...
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Ace Hardware (ACES IJ) - A Better Lifestyle in the Home - On the Ground in J-Town
A meeting with Ace Hardware Indonesia (ACES IJ) management at their headquarters in Jakarta revealed a company well-positioned to weather the...
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INDO Snippets: New Import Tariff, #Jokowi2019, Go-Viet Launch
INDO Snippets summarizes on the ground chatter that may have a meaningful impact on the Indonesian equity market. Today on INDO Snippets: New...
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Interesting Stocks to Consider in ASEAN
We highlight 15 stocks in ASEAN that look interesting to us based upon our FVMR Methodology. Our research team constantly reviews the ASEAN markets...
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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...
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