CrossASEAN Indonesia Strategy - Mutual Fund Destruction Providing Opportunity?
A brewing Mutual Fund scandal in Indonesia has triggered significant redemptions and led to a sharp sell-off in the market late last week,...
483 Views
The Week That Was in ASEAN@Smartkarma - Slowing Singapore, Indonesia Media, and Maybank's Woes
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
466 Views
PT Surya Citra Media Tbk (SCMA IJ) - The Transitional - On the Ground J-Town
A meeting PT Surya Citra Media Tbk (SCMA IJ) in Jakarta to discuss progress on the companies moves into the digital space revealed positive...
433 Views
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...
343 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...
408 Views