Indonesia Property - Some Respite on the Horizon - On the Ground in J-Town
An insightful meeting with James Taylor, Head of Research at Jones Lang Lasalle in Jakarta revealed some interesting trends appearing in the...
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Sea Ltd: An "Emerging Growth" Company
Conference call reveals that Sea Ltd (SE US) is an "emerging growth" company. Management is bullish, forecasting 20-30% CAGR in 2016-21E for...
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SCMA - Trading Places - On the Ground in J-Town
A meeting with Surya Citra Media Pt Tbk (SCMA IJ) in rainy Jakarta late last week revealed a brighter picture ahead, with its audience share taking...
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Call with Nielsen: Is It Weaker Purchasing Power or Online Shopping?
A conference call with Nielsen Indonesia reveals that FMCG consumption growth YT-Sep has decelerated to only 2.7% growth YoY. Online shopping is...
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Smartkarma: ECM Coverage Weekly Update (28 October 2017)
The Smartkarma ECM Team puts out a weekly update on the deals we have covered recently, along with updates for upcoming IPOs. It seems like the IPO...
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