Linknet - Upwardly Mobile - On the Ground in J-Town
A recent meeting with Link Net Tbk Pt (LINK IJ) management in Jakarta revealed a company on a continuing growth trajectory, with increasing...
183 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
Matahari Putra Prima - Hypermarkets Still Slow - On the Ground on J -Town
A company visit to PT Matahari Putra Prima (MPPA IJ) in Lippo Karawaci did not leave a positive mark on the card for the company's Hypermart...
228 Views
The Week that Was in ASEAN@Smartkarma - Supermarkets, Chinese Tourists, and DNA
Please find below a short summary of this week's bottom up and Top Down and thematic insights in ASEAN@Smartkarma. I also include a brief summary...
153 Views
ASEAN : 20 Years on from Asian Financial Crisis
Anniversaries are good milestones to take stock, reflect and ruminate over the lessons. In the investing world, major events bring learning and at...
223 Views