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...
605 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...
492 Views
The Week that Was in ASEAN@Smartkarma - Summer Blues, Indonesia Banks, and Retail
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
165 Views
ERAA (ERAA IJ): Undemanding Valuation at Growing Tech Retailer
Strong stock price momentum, low correlation with Western stock markets, and low price-to-sales relative to its sector Increased demand coverage...
165 Views
Asia Small-Cap: Top Movers, Buybacks and Insider Dealing - May’18
Asian small cap markets were poor performers across the board, with the exception of our WHC Hong Kong Index that eked out a gain of 2.9%. The...
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