Indonesian Political Update: New Dynamics if Widodo's Main Rival Drops Out
Incumbent President Joko Widodo maintains a strong lead over his sole competitive rival, Gerindra Chair Lt Gen (ret) Prabowo Subianto, whom he beat...
127 Views
Bank Mandiri - Feeling the Pulse - On the Ground in J-Town
A recent company visit to Bank Mandiri Persero Tbk Pt (BMRI IJ) in Jakarta revealed that corporate loan growth is focused on the top 20 companies,...
169 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...
191 Views
E-Toll Card for Better Indo Traffic
The Usual TrafficOn my previous piece in Indonesian Infrastructure - UnUsual Suspects , I wrote about how the notorious traffic in Jakarta has...
261 Views
JSMR (JSMR IJ): No. 1 Toll-Road Operator in Indonesia
Good price momentum, earnings on an upcycle trend, and good price momentum relative to its sector As the largest toll-road operator by market...
194 Views