The Week that Was in ASEAN@Smartkarma - Discover Sing, Beauty, and the Indonesian E-Commerce Boom
This week's offering of 31 Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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INKP: Tight Supply and Good Demand Should Remain
Strong stock price momentum, sales on an upcycle trend, and cheap on a core profit basis relative to its sector Indonesia’s largest pulp and...
140 Views
The Week that Was in ASEAN@Smartkarma - Cheap Real Estate, Internet Retailing, and Binary Returns
This week's offering in ASEAN@Smartkarma includes the usual eclectic mix bottom up and top down and thematic insights from across South East Asia....
258 Views
INKP (INKP IJ): Indonesia's Largest Paper Producer
Cheap on a gross profit basis, good price momentum, and sales on an upcycle trend relative to its sector Indonesia’s largest pulp and...
229 Views
The Week that Was in ASEAN@Smartkarma - Thai-Coons, Telcos, and the Modern World
This week in ASEAN@Smartkarma has been a busy one, with a multitude of fascinating insights, both bottom up and top down and thematic. I also...
246 Views