Erajaya Swasembada (ERAA IJ) - Smoke Signals for Impending Catalysts - On the Ground In J-Town
Erajaya Swasembada (ERAA IJ) has well and truly shaken off the poor performance in 2Q19, as investors have refocused attention on a number of...
500 Views
The Week that Was in ASEAN@Smartkarma - Widodo Wins, Thailand Picks, and Indonesian Towers
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
466 Views
Bank Negara Indonesia Perser (BBNI IJ) - Growing Above the Moat - On the Ground in J-Town
A meeting with Bank Negara Indonesia Perser (BBNI IJ) is Jakarta revealed a higher pace of growth than expected but also highlighted the fact that...
632 Views
Bank Central Asia (BBCA IJ) - Underlying Optimist - On the Ground in J-Town
A conversation with Bank Central Asia (BBCA IJ) management revealed a relatively positive outlook after a strong start to the year, with politics...
494 Views
The Week that Was in ASEAN@Smartkarma - Indonesia's Elections, Floor Tiles, and Smartphones
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
417 Views