Bank Mandiri Persero (BMRI IJ) - Credible Corporate Leader
Bank Mandiri Persero (BMRI IJ)'s recent results and a subsequent conversation with management were both surprisingly positive both from the...
403 Views
The Week That Was in ASEAN@Smartkarma - Indonesia's Reforms, HomePro, and SCC's Packaging IPO
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
332 Views
Consumer Staples: Nielsen Survey
In Nielsen's latest consumer survey, we find few data points and interesting consumer behaviors that we would like to share in this insight.As we...
400 Views
CrossASEAN Indonesia Strategy - Mutual Fund Destruction Providing Opportunity?
A brewing Mutual Fund scandal in Indonesia has triggered significant redemptions and led to a sharp sell-off in the market late last week,...
503 Views
HUVR Vs ITC | The Dancing Elephant and the Ostrich
We see no reasons why Hindustan Unilever (HUVR IN) investors should shift to ITC Ltd (ITC IN) . There are no near term catalysts in sight for ITC...
617 Views