The Week That Was in ASEAN@Smartkarma - ASEAN Retail, Indonesian Pipes, and Textiles
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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Last Week in Event SPACE: Line/Z Holdings, AOF, Alibaba, Kingsoft, Aramco, Cathay, Toshiba
Last Week in Event SPACE ... The goal of the shocker story of LINE Corp (3938 JP) and Z Holdings (4689 JP) (formerly Yahoo Japan) merging, may...
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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...
388 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...
414 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...
413 Views