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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The War of the Worlds (Part 4) - The Empire Strikes Back - On the Ground in J-Town
The online versus offline battle for supremacy continues apace in Indonesia and now it is the turn regulators to play their part. Firstly, an...
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Astra International: Reminiscences of the Old Days And Current Thoughts
Times have changed for Astra International Tbk Pt (ASII IJ) in terms of growth profile. But, we believe that what remain unchanged for ASII are...
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Bank Rakyat Indonesia: A Gold Standard in Micro Loans Lending
A conference call with IR of Bank Rakyat Indonesia Perser (BBRI IJ) reveals plenty of room for loan growth in the next few years. BBRI is a gold...
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