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...
475 Views
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