Sido Muncul (SIDO): Margin Expansion and Breastmilk Booster
The first half of 2019 has passed and the global equity market is riding a roller coaster, often at the demise of the many but not at Sido Muncul;...
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The Week that Was in ASEAN@Smartkarma - Trade War Winners, Indonesian Hospitals, and Thailand M&A
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
443 Views
Siloam International Hospital (SILO IJ) - Harvest Time Ahead? - On the Ground
A conversation with Lippo Group owned Siloam International Hospital (SILO IJ) revealed a relatively upbeat outlook, with the company seeing a...
577 Views
Lippo Karawaci: 1Q, Within Expectations
Lippo Karawaci (LPKR IJ) ("LK")'s 1Q results were within our expectations and we reiterate our Neutral recommendation on the LPKRIJ complex (also...
439 Views
Lippo Karawaci: Rolling with the Punches
Lippo Karawaci (LPKR IJ) ("LK" or the "Company") had a very challenging six months to say the least. It started with the arrest of several LK...
743 Views