The CrossASEAN Week That Was in ASEAN@Smartkarma - Erajaya, Jardine Matheson, and Philippines Picks
The past week saw insights on Erajaya Swasembada (ERAA IJ), Jardine Matheson Holdings (JM SP), and a shortlist of high-conviction buys in the...
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Erajaya Swasembada (ERAA IJ) - Affordability Rocks
Erajaya Swasembada (ERAA IJ) booked a solid set of 1H2024 results driven by the availability of affordable handsets, with volumes driving growth...
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Vietnam: 2024 Rotation Drives Record Fund Ownership
Vietnam has achieved a significant milestone, with over one-third of Asia Ex-Japan funds now invested in the country for the first time in our...
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The Week That Was in ASEAN@Smartkarma - Prodia's Cure, Ace Hardware, and Erajaya's Growing Volumes
The past week saw insights on Ace Hardware Indonesia (ACES IJ), Prodia (PRDA IJ), Erajaya Swasembada (ERAA IJ), and Barito Renewables Energy (BREN...
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Erajaya Swasembada (ERAA IJ) - Less New Stores with Higher Volumes
Erajaya will slow its store buildout this year as it focuses on productivity ny it is still expected to add 200 new stores in Indonesia. Valuation...
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