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Jasa Marga (Persero) (JSMR IJ)
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Indonesia
PT Jasa Marga Persero Tbk operates the Indonesian highway system. The Company collects tolls, maintains the road surfaces, and offers towing and ambulance services.
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bullish
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Cross Asset Strategy
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23 Dec 2018 09:10
IDR, CPI, Oil, Trans-Java & Freeport Strengthen Widodo / Lippo Case Escalates / Efta Cepa / Debates
Prabowo has yet to dent Widodo's 20-point lead in polls and, meanwhile, certain key macro-economic figures are finally swinging in the incumbent's...
Kevin O’Rourke
900 Views
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bullish
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Thematic (Sector/Industry)
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16 Sep 2018 00:24
Indonesia Politics Weekly: Prabowo on Economy; JW's Risky Treasurers; Budget Passes; PD's Straddle
Politics: Economic conditions will be the focus of campaigning, according to Gerindra Chair Prabowo Subianto, but the presidential candidate has...
Kevin O’Rourke
374 Views
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bullish
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Thematic (Sector/Industry)
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06 Aug 2018 17:02
Jakarta Traffic - On the Ground Observation
In my previous note, I have written about how the new SHIA express could give Blue Bird (BIRD IJ) a run for their money. Last week, I had the...
Henry Soediarko
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343 Views
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bullish
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Thematic (Sector/Industry)
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06 Aug 2018 10:06
SMSM, SRIL, and WOOD: The Beneficiaries of Weakening IDR
IDR historyThere were two weak business practices of Indonesian companies that made them very susceptible for IDR weakening against USD prior...
Henry Soediarko
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305 Views
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bullish
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Thematic (Sector/Industry)
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30 Jul 2018 13:24
The Week that Was in ASEAN@Smartkarma - Toll Roads, Exploding Smartphone Growth, and ASEAN Cement
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
Angus Mackintosh
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347 Views
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