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...
145 Views
Ramayana Lestari Sentosa - The Goods Department - On the Ground in J-Town
Ramayana Lestari Sentosa Pt (RALS IJ) continues to see some disappointment in its headline same-store sales growth (SSSG), with the October number...
244 Views