Berli Jucker (BJC TB) - Stock-Up for Canned Recovery?
Berli Jucker is an interesting proxy to the consumer recovery in Thailand and South-East Asia, through its packaging, retail, and consumer supply...
222 Views
The Week That Was in ASEAN@Smartkarma - Supercharged Sea Ltd, Grab's Risks, and Telkom Transforming
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
201 Views
High Conviction Ideas 2021 Update: Travel Bubble, Taxi
Zig, adding more destinations in a single journey, cooperation with Lazada are some initiatives that ComfortDelgro's management has initiated in a...
295 Views
The Week That Was in ASEAN@Smartkarma - Grab, Emtek, and a Digital Game of Thrones
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
234 Views
Mitra Adiperkasa (MAPI IJ) - Shape-Shifting to Back in Black
MAPI remains one of our top picks for the gradual recovery in consumption in Indonesia. It has successfully shifted a large portion of sales to...
255 Views