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...
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E-Toll Card for Better Indo Traffic
The Usual TrafficOn my previous piece in Indonesian Infrastructure - UnUsual Suspects , I wrote about how the notorious traffic in Jakarta has...
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21 Things Worth Knowing Today
A rundown of the interesting items to come out over the past 24 hours and their impact on stocks, commodities, markets, and currencies.1. Infosys (...
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The Week that Was in ASEAN@Smartkarma - Scooters, Satellites and Outlets
This week's output in ASEAN is an eclectic mix of macro commentary on the Philippines, Indonesia, Singapore and Thailand, a Frontier markets piece...
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Unlocking QAF's Value (Part 2) - Artisan Bakery in the Making?
In part 1 of the series, I have discussed the primary production (pork) segment of QAF Ltd (QAF SP). In part 2, I will provide an overview of its...
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