E-Toll Card for Better Indo Traffic
The Usual TrafficOn my previous piece in Indonesian Infrastructure - UnUsual Suspects , I wrote about how the notorious traffic in Jakarta has...
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The Week that Was in ASEAN@Smartkarma - Thailand, Tourism, and Competitiveness
I include below a brief summary of this week's eclectic mix of equity bottom up and top down and thematic insights across ASEAN@Smartkarma. For a...
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Bank Central Asia - Reaching the Plateau - On the Ground in J-Town
A recent company visit to Bank Central Asia Tbk Pt (BBCA IJ) revealed a less exciting end to the year, with loan growth plateauing, after strong...
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The Week that Was in ASEAN@Smartkarma - Industrials, Herbal Remedies, and Filters
Please find below a brief summary if this week's Insights in ASEAN@Smartkarma. For more detail please scroll down to the detail...
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Selamat Sempurna - Filtering the World - On the Ground in J-Town
Selamat Sempurna Pt (SMSM IJ) is an underappreciated high-quality auto filter and component maker in Indonesia, with a leading market position. It...
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