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Erajaya Swasembada (ERAA IJ)
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97
Analysis
Information Technology
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Indonesia
PT Erajaya Swasembada Tbk distributes and retails cellular telephones. The Company is licensed to distribute international brands of cell phones, and operates a chain of retail shops in Indonesia.
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bullish
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PT Metrodata Electronics
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16 Oct 2020 08:53
Metrodata Electronic (MTDL IJ) - A Rare Value Play on Indonesia's Digitalization
Metrodata Electronic (MTDL IJ) is a rare value play on the rapid digitalization in Indonesia, which has seen an acceleration driven by the growth...
Angus Mackintosh
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589 Views
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bullish
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Cross Asset Strategy
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21 Sep 2020 11:51
The Week that Was in ASEAN@Smartkarma - SE Asia's Consumer Proxy, Wilmar's YKA IPO, and CRC
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable insights from across South...
Angus Mackintosh
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159 Views
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bullish
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Erajaya Swasembada
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19 Sep 2020 16:34
Erajaya Swasembada (ERAA IJ) - Goodbye Blackmarket
Indonesia's laregst Erajaya Swasembada (ERAA IJ)
Angus Mackintosh
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330 Views
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bearish
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Sido Muncul
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28 Apr 2020 15:00
Sido Muncul (SIDO): Raw Material Price Increase Squeeze Margin
A fact-finding with a friend in East Java revealed that ginger, a key ingredient for SIDO's flagship product - TOLAK ANGIN - has seen a sharp...
Henry Soediarko
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305 Views
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bullish
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Bank Central Asia
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19 Mar 2020 20:57
CrossASEAN Strategy - Life After Gojek and the Land of Digital Banking
The fact that Gojek (1379371D IJ) has managed to secure US$1.2bn in new funding over the past week in this apocalyptic environment says something...
Angus Mackintosh
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410 Views
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