The Week That Was in ASEAN@Smartkarma - Indonesia & CPO, ROTI, and Siam Cement
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
280 Views
PT Nippon Indosari Corpindo (ROTI IJ) - Oven Ready Despite the Wheat Price
ROTI management remains optimistic on the outlook for 2022, with guidance for +15% growth in sales together with improving margins despite the...
360 Views
The Week That Was in ASEAN@Smartkarma - Astra International, Bluebird Taxi, and Keppel Restructuring
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
332 Views
Adi Sarana Armada (ASSA IJ) - Mobility, Logistics, and the Digital Economy
Adi Sarana Armada (ASSA IJ) is a proxy for mobility through car leasing, online and offline used car sales through Autopedia, and last-mile...
564 Views
PT Nippon Indosari Corpindo (ROTI) - Bringing the Bread Home
Indonesia's mass-market bread leader ROTI IJ) booked a strong set of FY2021 numbers, with general trade driving growth, and with more to in 2022....
285 Views