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...
464 Views
The Week That Was in ASEAN@Smartkarma - Heavy Equipment, Consumer Electronics, and Ice Cream Wars
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
360 Views
MAPI (MAPI IJ): IPO of Sportswear Business to Unlock Value
Good gross profit return, solid short-term earnings momentum, and improving asset turnover relative to its sector Ramp-up of store expansion in...
342 Views
The Week that Was in ASEAN@Smartkarma - Delayed TRAINs, Dissolving Uber, and Indonesia Telecoms
This past week's "Pancasila" offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and...
114 Views
Mitra Adiperkasa (MAPI IJ) - Firing on All Cylinders - On the Ground in J-Town
A conversation with the management of Mitra Adiperkasa Tbk Pt (MAPI IJ) revealed a company expressing surprise at the enthusiasm of its customers...
217 Views