Sritex (SRIL): Protectionist Rule Beneficiary
As the Indonesian anti-dumping committee found that dumping practice has been carried out by producers from China, the committee recommended to the...
391 Views
BBCA & BBRI - Nearing Mean Reversion Levels
Bank Central Asia (BBCA IJ) and Bank Rakyat Indonesia Perser (BBRI IJ) are two of the largest banks in Indonesia with market caps of US$54bn and...
417 Views
Link Net Tbk (LINK IJ) - Up-Selling for Growth - On the Ground in J-Town
Link Net Tbk Pt (LINK IJ)'s recent 3Q19 numbers and a conversation with management confirm an ongoing growth trend for the company, as it focuses...
421 Views
The Diwali Week That Was in ASEAN@Smartkarma - Indonesia's Cabinet, Keppel Corp, and Thai Telcos
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
453 Views
Indonesia Banks - Same Same, but Different
We analyse the four large Indonesian Banks - Bank Central Asia (BBCA IJ), Bank Rakyat Indonesia Perser (BBRI IJ), Bank Mandiri Persero (BMRI IJ)...
364 Views