Indocement Tunggal Prakarsa (INTP IJ) - High-Quality Recovery Play on GFC Valuations
Indocement Tunggal Prakarsa (INTP IJ) recently released its 1Q2020 cement sales numbers, which reflected a slow start to the year but only a...
321 Views
The Week That Was in ASEAN@Smartkarma - Mutual Fund Destruction, Barito Pacific, and Link Net Sale
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
372 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...
342 Views
Integra Indocabinet Tbk PT (WOOD IJ) - Flatpack Wonder - On the Ground in J-Town
It is a good feeling to discover an Indonesian company, which is an industry leader with a strong brand, has a high-quality customer base, a...
502 Views
The Week That Was in ASEAN@Smartkarma - Digital Microlending, Central Retail, and Ayala Corp
Macro Insights In More Demos Due / Minister Stabbed / Tax Shortfall / Discord Re Labor Law / Amendments Overhang, Kevin O’Rourke comments on the...
347 Views