The Week that Was in ASEAN@Smartkarma - Hospitals, Cinemas, and Digital Media
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
359 Views
The Week that Was in ASEAN@Smartkarma - Policy Tightening, Privatisation, and Thirsty Thailand
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
357 Views
Sari (ROTI): Long-Term Positive But No near Term Catalyst in FY 2018
I had a call with the management to find out about internet business contribution from Go-Food, Ramadhan period on revenue for the 2Q, and sales...
460 Views
The Week that Was in ASEAN@Smartkarma - Monetary Policy, Spectrum, and Notable Deals
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
264 Views
ROTI: Bread Goes for Abroad and Digitization
Angus Mackintosh covered Nippon Indosari Corpindo Tbk Pt (ROTI IJ) in one of his many insights. I will try to wear my Indonesian hat and offer a...
289 Views