Astra International (ASII IJ) - More than a Summer Breeze? - On the Ground in J-Town
A meeting with Astra International (ASII IJ) in Jakarta last week was as enlightening as always, with the company demonstrating their ability to...
451 Views
The Week that Was in ASEAN@Smartkarma - Singapore's Stagnation, Vietnam Rocks, and Indonesian Telcos
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
534 Views
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...
505 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...
472 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...
638 Views