Jakarta Traffic - On the Ground Observation
In my previous note, I have written about how the new SHIA express could give Blue Bird (BIRD IJ) a run for their money. Last week, I had the...
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The Week That Was in ASEAN@Smartkarma - Heavy Equipment, Consumer Electronics, and Ice Cream Wars
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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Blue Bird Tbk: Light at the End of the Tunnel
Conference call with the IR of Blue Bird Corp (BLBD US) reveals that competition, especially from online taxi players, has turned more...
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Jasa Marga: Uptick for Hari Raya
Share Price Fall - Opportunity?Jasa Marga (Persero) Tbk Pt (JSMR IJ) share price has gone up by 23.52% for the 2H 2017 only to fall even lower in...
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The Week that Was in ASEAN@Smartkarma - Delayed TRAINs, Dissolving Uber, and Indonesia Telecoms
This past week's "Pancasila" offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and...
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