The Week that Was in ASEAN@Smartkarma - Budgets, Healthcare, and Mobiles
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
280 Views
Erajaya (ERAA): The New Era Will Last
Angus did an excellent job in uncovering investment opportunity in Erajaya Swasembada (ERAA IJ) pre-2018 and has done very well since. With the...
447 Views
The Week that Was in ASEAN@Smartkarma - Toll Roads, Exploding Smartphone Growth, and ASEAN Cement
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
343 Views
Erajaya Swasembada (ERAA IJ) - Milking the Invasion of the Chinese Smartphones in Indonesia
Mobile phone retailer and distributor, Erajaya Swasembada Tbk Pt (ERAA IJ), has been one of the best-performing stocks this year and for good...
592 Views
XL Axiata - Conquering the Provinces - On the Ground in J-Town
A meeting with XL Axiata Tbk PT (EXCL IJ) revealed a more optimistic picture on pricing, especially since the early in the year. It seems that...
475 Views