Indomobil Sukses Internasional - The Changeling? - On the Ground in J-Town
A recent visit to Indomobil Sukses Internasional Tbk Pt (IMAS IJ) in Jakarta revealed a fascinating transformation story and an obvious...
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Sido Muncul: Transforming Family Business into a Shareholder Friendly Listed Entity
Since the first chronicle on Industri Jamu Dan Farmasi Sd Mncl Tbk Pt (SIDO IJ) in Sido Muncul: Your Herbal Remedy Solution that Pays...
720 Views
Japfa Comfeed: Firmly in the Up-Cycle
A call with management reveals that Japfa Comfeed Indonesia Tbk Pt (JPFA IJ)'s business is in the up-cycle, with firming ASP. JPFA delivered a...
182 Views
The Week that Was in ASEAN@Smartkarma - Convenience Stores, Toll Roads And, Tourists
Please find below a short summary of this week's eclectic mix of equity bottom up and top down and thematic Insights across ASEAN@Smartkarma. This...
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INDF (INDF IJ): Agribusiness and Exports Should Support Growth
High earnings quality, cheap on a gross profit basis, and good cost management relative to its sector Better productivity and high Crude Palm Oil...
249 Views