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...
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JCNC: Net Profit Rises Alongside Regional Auto Demand
Cheap on a gross profit basis, good price momentum, and low price volatility vs. the market relative to its sector JCNC’s conglomerate businesses,...
265 Views
MPM - Scooters, Lubricants and Finance - On the Ground in J-Town
A company visit to Mitra Pinasthika Mustika Tbk Pt (MPMX IJ) in Jakarta last week revealed the company is in the midst of a restructuring to clean...
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The Week that Was in ASEAN@Smartkarma - Fasting, Market Malaise and Motoring
This week's ASEAN offering comes from the pre-fasting traffic-clogged streets of Jakarta. The trip in from the airport took three hours (versus the...
190 Views
JCNC: Motoring Along with Growth and Price Momentum
Good growth in core profit, cheap on a gross profit basis, and good price momentum relative to its sector JCNC’s conglomerate businesses, which...
192 Views