Surya Citra Media: Valuation Getting Ahead of Fundamentals Despite Rosier Outlook
Surya Citra Media Pt Tbk (SCMA IJ) guides for strong 2017 (10% growth at top line, 20-25% at EBITDA). Digital TV migration is a longer term risk...
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Media Nusantara Citra: Are Stronger Fundamentals Baked Into The Share Price?
Management guides for growth re-acceleration in 2017 as it foresees consumption recovery in the country. Digital TV migration is a longer term...
259 Views
Sector Capsule: Personal Care Appliances in Indonesia
Headlines In 2016 volume sales of personal care appliances grow by 3% to reach 590,000 units Personal care appliances continue to be purchased...
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Ed or Tech, Edtech Firms Must Cross These Moats
The global edtech market is expected to grow 17% a year - hitting USD 252bn by 2020, according to research by IBIS Capital. Global tech companies...
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MNCN - Let Me Entertain You - On the Ground in J Town
Whilst kicking tires in Jakarta I had a meeting leading TV player with Media Nusantara Citra Tbk Pt (MNCN IJ). Management maintains that the loss...
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