Bank Mandiri (BMRI IJ) - Corporate and Micro Loans Stealing the Show - On the Ground in J-Town
A timely 1-on-1 call with Bank Mandiri Persero (BMRI IJ) management revealed some interesting trends in loan growth, with large-cap corporate and...
520 Views
Sari (ROTI): Long-Term Positive But No near Term Catalyst in FY 2018
I had a call with the management to find out about internet business contribution from Go-Food, Ramadhan period on revenue for the 2Q, and sales...
463 Views
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...
390 Views
Jasa Marga: Uptick for Hari Raya
Share Price Fall - Opportunity?Jasa Marga (Persero) Tbk Pt (JSMR IJ) share price has gone up by 23.52% for the 2H 2017 only to fall even lower in...
151 Views
ROTI: Bread Goes for Abroad and Digitization
Angus Mackintosh covered Nippon Indosari Corpindo Tbk Pt (ROTI IJ) in one of his many insights. I will try to wear my Indonesian hat and offer a...
293 Views