M Cash Integrasi (MCAS.IJ) - Brighter Outlook in FY24 as Tech Enabler Positioning Is Intact
Post soft 9M23 earnings, we see potential drivers for recovery in 4Q23 and FY24 from clean energy and DMMX digital/platform services.
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The Week That Was in ASEAN@Smartkarma - Berli Jucker's Big C, Matahari Department Store, and BREN
The past week saw insights on Berli Jucker (BJC TB), Matahari Department Store (LPPF IJ), Sermsuk PCL (SSC TB), Barito Renewables Energy (BREN IJ),...
210 Views
The Week That Was in ASEAN@Smartkarma - Prodia's Cure, Ace Hardware, and Erajaya's Growing Volumes
The past week saw insights on Ace Hardware Indonesia (ACES IJ), Prodia (PRDA IJ), Erajaya Swasembada (ERAA IJ), and Barito Renewables Energy (BREN...
213 Views
Smartkarma Corporate Webinar | NFC Indonesia: From Digital Enabler to EV Mobility Provider
In this next webinar, we are glad to welcome NFC Indonesia’s Group Head of Corporate Finance & Strategy,, Mr Stanley Tjiandra, as well as Insight...
802 Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd's Blindside Win, ROTI's Freshly Baked, and Prodia
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
326 Views