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Erajaya Swasembada (ERAA IJ)
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98
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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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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311 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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416 Views
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bullish
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Erajaya Swasembada
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17 Mar 2020 12:01
Erajaya Swasembada (ERAA IJ) - A Badly Timed Recovery
A recent meeting in Jakarta with Erajaya Swasembada (ERAA IJ) management revealed a company still relatively optimistic about the outlook for 2020,...
Angus Mackintosh
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304 Views
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bullish
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XL Axiata
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21 Feb 2020 12:00
XL Axiata (EXCL IJ) - It's All About the Data
A meeting with XL Axiata (EXCL IJ) management in Jakarta this week confirmed that competition from smaller players such as Smartfren Telecom (FREN...
Angus Mackintosh
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391 Views
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bullish
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Cross Asset Strategy
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10 Feb 2020 09:03
The Week That Was in ASEAN@Smartkarma - Virus Korona, Bank Mandiri, and DBS
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
Angus Mackintosh
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326 Views
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