The Week That Was in ASEAN@Smartkarma - OTT's Back, Indonesian Consumer Health, and Lippo Karawaci
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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Lippo Karawaci (LPKR IJ) - An Audience with the Future
Lippo Karawaci is a restructuring story, now past a significant financial restructuring, a crucial asset sale, and important rental revision, which...
412 Views
The Week that Was in ASEAN@Smartkarma - The Wheels of Business, Thai Bev, and Hospitals
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
165 Views
Lippo Karawaci (LPKR IJ) - Reasons to Be Cheerful
Lippo Karawaci (LPKR IJ) has been through a financial restructuring and rights issue that is now behind it, with a new high-caliber management team...
433 Views
Lippo Malls Indonesia Retail Trust: Sponsoring the Sponsor
Our follow-up flash note on Lippo Malls on why the name remains on our pan list and the recent rally on the senior bonds is unjustified.
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