HM Sampoerna (HMSP IJ): The King's Struggle
Hm Sampoerna (HMSP IJ) is the largest cigarette manufacturer in Indonesia with 32% market share, and it is also the third largest Market Cap stock...
827 Views
Bank Negara Indonesia Perser (BBNI IJ) - Growing Above the Moat - On the Ground in J-Town
A meeting with Bank Negara Indonesia Perser (BBNI IJ) is Jakarta revealed a higher pace of growth than expected but also highlighted the fact that...
645 Views
'Halal Certified' Pitfalls Loom / More Minnows Jailed / Mapi Owner's Trial in Absentia / Uno Digs In
Widodo's new Halal Product Certification Regulation poses myriad burdens and pitfalls for operators in the consumer sector. Police exposed details...
599 Views
The Week that Was in ASEAN@Smartkarma - Jakarta Troubles, Bank Central Asia, and Thai REITs.
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
496 Views
Bank Central Asia (BBCA IJ) - Underlying Optimist - On the Ground in J-Town
A conversation with Bank Central Asia (BBCA IJ) management revealed a relatively positive outlook after a strong start to the year, with politics...
510 Views