The Week That Was in ASEAN@Smartkarma - Terminals, Budgets and Autobots
This week's offering in ASEAN@Smartkarma in in eclectic mix of equity bottom up and macro, strategy and thematic insights across the regions. I...
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Matahari Department Store: Key Takeaways from the Call
PT Matahari Department Store (LPPF IJ)'s 3Q17 earnings call highlights continued optimism of CEO Richard Gibson, especially on the company's...
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Matahari Department Store Low and Rally Cycle
Matahari has been on our radar as oversold readings and brewing divergences matured. There is undeniable evidence that a macro cycle turn is at...
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Matahari Department Store (Initiation)- High Quality Retailer at a Reasonable Price
Investment Thesis Matahari Department Store is the largest department store in Indonesia. The company is one of the most profitable retailers in...
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The Week that Was in ASEAN@Smartkarma - Tourism, Seafood, and Gaming
The week's offering in ASEAN@Smartkarma includes an eclectic mix of bottom up and top down and thematic insights from across the region. Please...
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