The Week that Was in ASEAN@Smartkarma - Indonesian Retail, Digital Transformation and Infrastructure
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Mitra Adiperkasa (MAPI IJ): Digesting the New Structure
Mitra Adiperkasa (MAPI IJ) is the biggest retailer in Indonesia in terms of turnover and store count, holding exclusive licenses to over 150 global...
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Interesting Stocks to Consider in ASEAN
We highlight 15 stocks in ASEAN that look interesting to us based upon our FVMR Methodology. Our research team constantly reviews the ASEAN markets...
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Matahari Dept Store: Key Lessons from Our Wrong Call
Pt Matahari Department Store (LPPF IJ) posted disappointing 1H18 results big time. The key lessons we learn from our wrong call are 1) valuation...
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Sarimelati Kencana - Sceptical of Growth Ambitions Following a Company Visit, Expect 30% Downside
Sarimelati Kencana PT (PZZA IJ) is the single brand franchisee of the Pizza Hut restaurant chain in Indonesia. It operates restaurants (PHR) as...
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