The Week that Was in ASEAN@Smartkarma - Earthquakes, Media, and Pizzas
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
361 Views
Matahari Department Store- Q2 2018 Results Review- Tremendous Buying Opportunity
Pt Matahari Department Store (LPPF IJ) reported Q2 2018 on July 31, 2018. The quarterly report did not change my view that Matahari is one of the...
358 Views
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...
471 Views
Lippo Karawaci: Buying Time To Avert Distress
We initiate our coverage on Lippo Karawaci Tbk Pt (LPKR IJ) (“LK”) with a NEUTRAL recommendation on the LPKRIJ complex and a tactical OVERWEIGHT...
1.1k Views
The Week that Was in ASEAN@Smartkarma - Summer Blues, Indonesia Banks, and Retail
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
157 Views