The Week That Was in ASEAN@Smartkarma - Grab, Sea Ltd, and GoTo's Lock-Up
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
321 Views
Cisarua Mountain Dairy (CMRY IJ) - Fuelled by General Trade and Miss Cimory
Cisarua Mountain Dairy remains one of Indonesia's most interesting high-quality consumer staples companies, with strong brands in both premium...
434 Views
ASEAN Consumer: Still Plenty to Benefit?
After the recent trip to Jakarta, I found enlightenment on why consumer names in Indonesia are worth investing in for the longer term. There is...
344 Views
PT Nippon Indosari Corpindo (ROTI IJ) - Adding Chocolate Spread and UHT Milk to the Mix
Investment in ROTI's products will be relatively small but it will increase the visibility of Sari Roti brands on the shelves of modern retail...
312 Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd Lay-Offs, SCMA, and Kiatnakin Bank
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
343 Views