Sido Muncul (SIDO): Time to Add
With the overseas expansion plan resumption and the potential for mean reversion, it is not a bad idea to hold SIDO given the underperformance vs...
426 Views
The Week That Was in ASEAN@Smartkarma - Indonesian Property, OLAM, and Digital Banks
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
271 Views
Erajaya Swasembada (ERAA IJ) - Better Reception Ahead
Erajaya Swasembada (ERAA IJ) remains a key enabler for the growth of the Indonesian digital economy as the largest mobile phone retailer in the...
415 Views
The Week That Was in ASEAN@Smartkarma - Grab on the Go, Monde Nissin, and Online Groceries
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
228 Views
The Week That Was in ASEAN@Smartkarma - Indonesia Strategy, Bukalapak, and MNCN's Digital Edge
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
151 Views