The Week that Was in ASEAN@Smartkarma - Indonesia Macro, DBS's Positive Surprise, and CPALL
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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CrossASEAN Strategy - The Penny Drops for Indonesia - Buy Staples
It's been two months since Indonesia admitted that COVID-19 had reached its hallowed shores. The country started to encourage social distancing...
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Sido Muncul (SIDO): Raw Material Price Increase Squeeze Margin
A fact-finding with a friend in East Java revealed that ginger, a key ingredient for SIDO's flagship product - TOLAK ANGIN - has seen a sharp...
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ITC IN | No Catalyst for PE Re-Rating in the Near Term
ITC Ltd (ITC IN) 's recent share price performance has been disappointing on all counts. The increase in Dividend Payout further re-iterates our...
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KT&G: Where There Is Smoke, There May Be Fire
Recent press in Korea has highlighted that the Financial Supervisory Service (FSS) investigation into alleged accounting fraud at KT&G...
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