KINO Indonesia (KINO IJ) - Health Drinks, Hair Vitamins, Halal Toothpaste, and Hand Sanitiser
Kino Indonesia (KINO IJ) remains an often overlooked Indonesian consumer play with an interesting stable of strong brands, with a leading market...
473 Views
SIDO Muncul (SIDO): Remedy for Covid19 Scare
For a while, the global audience has expressed their disbelief that Indonesia has 0 results for Covid-19 infection but recently, prices for ginger,...
704 Views
The Week That Was in ASEAN@Smartkarma - Small Cap Quicksand, United Tractors, and Indo Financials
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
303 Views
CrossASEAN Strategy - Small-Cap Quicksand Creates Opportunity
Small-Caps in Indonesia have had a rough time of it over the past six months or so, and not necessarily because of deteriorating fundamentals. The...
417 Views
The CNY Week That Was in ASEAN@Smartkarma - Thai Retail, Bank Rakyat, and Singapore REITs
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
384 Views