Sumber Alfaria Trijaya (AMRT IJ) - About Competition and Initiatives
A follow-up call with Alfamart managment after results confirmed the positive growth outlook for the coming year despite a slower store build-out...
449 Views
CrossASEAN Ground Zero - Shopee Express in the CrossHairs, Grab & OpenAI, Cinema XXI, Thai Tariffs
This week we look at Shopee and Lazada as they are investigated for anti-competitive behaviour around logistics, Grab's OpenAI collaboration, and...
451 Views
LQ45 Index Rebalance Preview (Jan): Reading the Tea Leaves
There could be 5 potential changes for the LQ45 Index in January. The potential adds have performed well while the potential deletes are trading...
626 Views
The Week That Was in ASEAN@Smartkarma - Alfamart's Expansion, Erajaya, and Anwar's Malaysia
The past week saw insights on Sumber Alfaria Trijaya (AMRT IJ), Erajaya Swasembada (ERAA IJ), Bumrungrad Hospital (BH TB), Sido Muncul (SIDO IJ),...
328 Views
The Week That Was in ASEAN@Smartkarma - Bank Negara Indonesia, XL Axiata Leading Data, and VNG.
The past week saw insights on Bank Negara Indonesia, XL Axiata, Golden Energy & Resources , and VNG (VinaGame) IPO, a macro insight on Singapore,...
442 Views