The New Year's Week that Was in ASEAN@Smartkarma - Indo Pharma, Industrials, and Weaker Oil
This pre and post-Hogmanay week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive...
583 Views
Selamat Sempurna (SMSM IJ) - Truly Industrious - On the Ground in J-Town
Indonesia has a shortage of good quality industrial companies but Selamat Sempurna (SMSM IJ) is most certainly an exception to this rule, with a...
676 Views
The Week that Was in ASEAN@Smartkarma - Two Tightenings, Pure Gold, and Lippo Group Opportunities?
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
319 Views
Arwana Citramulia (ARNA IJ) - Nimble Tile Master - On the Ground in J-Town
I met with Arwana Citramulia (ARNA IJ) management in their Jakarta office and came away impressed with how the company is not only dealing with the...
498 Views
SMSM, SRIL, and WOOD: The Beneficiaries of Weakening IDR
IDR historyThere were two weak business practices of Indonesian companies that made them very susceptible for IDR weakening against USD prior...
305 Views