Worthy News Stock Moving - Indonesia - 28 Aug 2019
This is my inaugural worthy-news-stock-moving note on what is in Indonesia discussing on the latest development of Kalbe Farma (KLBF IJ) on...
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The Week that Was in ASEAN@Smartkarma - Bank Mandiri, Thai High-Flyers, and Singtel's Digital Quest
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
367 Views
Sido Muncul (SIDO): Margin Expansion and Breastmilk Booster
The first half of 2019 has passed and the global equity market is riding a roller coaster, often at the demise of the many but not at Sido Muncul;...
494 Views
The Week that Was in ASEAN@Smartkarma - Indocement, Domestic Consumers, and ASEAN Retail
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
460 Views
Kino Indonesia (KINO IJ) - A Domestic Consumer Gem - On the Ground in J-Town
Kino Indonesia (KINO IJ) is one of those companies that after visiting leave you feeling elated that you have found a corporate that is not fully...
567 Views