The Week That Was in ASEAN@Smarkarma - Sea Ltd & TikTok's Trouble, Astra Building EVs, and AKRA.
The Past week saw insights on Sea (SE US), Astra International (ASII IJ), AKR Corporindo (AKRA IJ), VNG (VinaGame) (VNG US) IPO, and Metro Pacific...
476 Views
Macro and Flows Tracker - Not All Is Well
The global manufacturing sector depicted some positive signs in July, with more countries reporting stronger activity, including Indonesia
329 Views
Sumber Alfaria Trijaya (AMRT IJ) - Talking Mini-Markets and Convenience
Sumber Alfaria Trijaya (Alfamart) booked some strong SSSG for June bringing its YTD number into line with its FY2023 projection and the company...
494 Views
The Week That Was in ASEAN@Smartkarma - Ace Hardware Shines, Alfamart's New Quest, and SCMA for 2H23
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
391 Views
Sumber Alfaria Trijaya (AMRT IJ) - The Digital Pantry of the Middle Classes
Sumber Alfaria Trijaya (Alfamart) continues to book solid growth in its core mini-market business but is now pushing harder with both larger format...
457 Views