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...
318 Views
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...
415 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...
331 Views
The Festive Week That Was in ASEAN@Smartkarma - Thai Politics, Indonesia's Minimarkets, and Property
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
830 Views
Smartkarma Originals
Minimarkets: Mini Is the New Big
In a Smartkarma Originals Series of Insights on ASEAN Retail, we seek to determine which retail formats are winning out in the battle for consumer...
1.1k Views