Sritex (SRIL): Protectionist Rule Beneficiary
As the Indonesian anti-dumping committee found that dumping practice has been carried out by producers from China, the committee recommended to the...
391 Views
Unilever (UNVR): Beneficiary from Improving Infrastructure
In LQ 45, Unilever Indonesia (UNVR IJ) has underperformed majority of the index constituents and ranked in the middle. However, better...
366 Views
Prabowo Changes Tack / Pertamina's Offshore Blowout / Adverse Water Bill May Pass / Tollroad Tenders
Widodo aims to maximize his alliance, while Prabowo is seeking material benefits; the latter is therefore playing humble to curry favor -- but...
496 Views
The Week that Was in ASEAN@Smartkarma - Summer Blues, Indonesia Banks, and Retail
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
165 Views
SCMA - Leading the Charge to the Games - On the Ground in J-Town
A recent conversation with Surya Citra Media Pt Tbk (SCMA IJ) in Jakarta revealed a slightly less optimistic short-term view but continuing...
179 Views