The Week That Was in ASEAN@Smartkarma - Asian Digital Banking, Defensive Indo Media, and Breadmakers
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
339 Views
Media Nusantara Citra (MNCN IJ) - Moving to Virtual Reality
A conversation with Media Nusantara Citra (MNCN IJ) yesterday revealed a company in relatively confident mood, rapidly adapting to the COVID19...
305 Views
CrossASEAN Strategy - Indonesia in a COVID-19 World
Grasping the nettle at last? After a period of living in misguided denial on COVID-19, Indonesia has finally admitted its fallibility and grasped...
409 Views
The Week That Was in ASEAN@Smartkarma - Thai Corona, Kalbe Pharma, and SingTel's "Discount"
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
331 Views
Kalbe Farma (KLBF IJ) - Over the Hump but in the Trough
A face-to-face meeting with Kalbe Farma (KLBF IJ) in Jakarta last week revealed a company over the worst in terms of the impact from the...
344 Views