Unilever Indonesia (UNVR IJ) - Rejuvination, Icecream, and Dental Care
A conversation with Unilever Indonesia (UNVR IJ) management in Jakarta last week revealed a company on the front foot rather than one reacting to...
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Smartkarma Originals
Matahari Department Store (LPPF IJ) - New Dawn
In this Smartkarma Originals series of Insights on ASEAN Retail, we seek to determine which retail formats are winning out in the battle for...
921 Views
The Week that Was in ASEAN@Smartkarma - Indocement, Domestic Consumers, and ASEAN Retail
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
442 Views
Smartkarma Originals
Navigating the High Seas of ASEAN Retail - Introduction to a Series
In this series of Insights, insight providers Angus Mackintosh and Jessica Irene will summarize the biggest players in the ASEAN retail sector,...
908 Views
Lippo Karawaci: Buying Time To Avert Distress
We initiate our coverage on Lippo Karawaci Tbk Pt (LPKR IJ) (“LK”) with a NEUTRAL recommendation on the LPKRIJ complex and a tactical OVERWEIGHT...
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