Arwana Citramulia (ARNA IJ) - Top Notch Industrial with a Catalyst
Arwana continues to expand its capacity into higher-margin porcelain tiles, which will help to drive future growth and profitability. Valuations...
263 Views
Arwana Citramulia (ARNA IJ) - Polished Porcelain Performance
Arwana's latest 1H2022 numbers underline its skill in navigating a difficult operating environment with growing production volumes and better...
416 Views
The Week That Was in ASEAN@Smartkarma - Alfamart Uncut, CP Axtra Revealed, and Jardine Matheson
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
274 Views
Ace Hardware Indonesia (ACES IJ) - Reinvigorated with Significant Upside
A meeting with Ace Hardware Indonesia revealed a newfound enthusiasm and confidence in the outlook for growth with new store formats and an...
529 Views
The Week That Was in ASEAN@Smartkarma - GoTo Initiatives, Ramayana Lestari, and Indonesia Strategy.
The past week saw insights on GoTo Gojek Tokopedia (GOTO IJ), Ramayana Lestari Sentosa (RALS IJ), Pakuwon Jati (PWON IJ), CP FOODS (CPF TB), and...
466 Views