The Week that Was in ASEAN@Smartkarma - Summer Blues, Indonesia Banks, and Retail
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
165 Views
ACES (ACES IJ): Dominant Position in Indonesian Hardware
Good gross profit return, relatively strong analyst recommendation, and low volatility in earnings relative to its sector Dominant market position...
128 Views
The Week that Was In ASEAN@Smartkarma - Malaysia Boleh, Department Stores, and Millennials
This week's offering across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable insights from across...
161 Views
Ramayana Lestari - Moving with the Millennials - On the Ground in J-Town
A meeting with Ramayana Lestari Sentosa Pt (RALS IJ) management in Jakarta last week confirmed that the company continues to move forward on its...
212 Views
Matahari Department Store: Retail Renaissance?
The biggest news from PT Matahari Department Store (LPPF IJ)'s 4Q17 earnings call is SSSG recovery (positive 3.7%, from negative 2.7% in 9M17) and...
141 Views