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Gudang Garam (GGRM IJ)
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130
Analysis
Consumer Staples
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Indonesia
PT Gudang Garam Tbk manufactures and distributes cigarettes and operates activities related to the cigarette industry. Through its subsidiaries, the Company also operates in the paper-related activities.
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bullish
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Thematic (Sector/Industry)
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04 Mar 2017 23:16
The Week That Was in Asean@Smartkarma - Sweet Deals, Seaweeds and Shifting Patient Flows
In this week's ASEAN Weekly, I decided to fill in for the series as I suspect Angus Mackintosh is collecting good stories in J-town but got stuck...
Valerie Law, CFA
689 Views
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bullish
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Thematic (Sector/Industry)
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24 Feb 2017 23:14
The Week That Was in Asean@Smartkarma - Policy Shifts, Taxing Diesel and Micro Lending
In this week's ASEAN Weekly, we have Nicolas Van Broekhoven publishing his inaugural Insight on Micro Mechanics (Holdings) Ltd (MMH SP), which...
Angus Mackintosh
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260 Views
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bullish
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Thematic (Sector/Industry)
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17 Feb 2017 23:23
The Week That Was in ASEAN@Smartkarma - Banking Woes, the Rise of the Machines and Big Box Shopping
In this week's ASEAN offering we have some quite controversial commentary on the Singapore Banks, that suggest that there is more pain to come on...
Angus Mackintosh
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371 Views
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bullish
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Thematic (Sector/Industry)
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10 Feb 2017 18:52
The Week that Was in ASEAN@Smartkarma - Politics, Pain and Soap Operas
This week we feature an interview with Manu Bhaskaran and his team at Centennial Asia, including Jason Tan and Asees Bajaj to canvass their views...
Angus Mackintosh
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271 Views
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bullish
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Media Nusantara Citra
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10 Feb 2017 16:27
MNCN - Let Me Entertain You - On the Ground in J Town
Whilst kicking tires in Jakarta I had a meeting leading TV player with Media Nusantara Citra Tbk Pt (MNCN IJ). Management maintains that the loss...
Angus Mackintosh
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258 Views
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