UNVR IJ: Stiff Competition to Reduce Unilever Indo's Lofty Valuation Premium
Unilever Indonesia (UNVR IJ) has long been dubbed as the proxy for the rising middle-class domestic consumption story in Indonesia and enjoyed a...
552 Views
The Week that Was in ASEAN@Smartkarma - Indonesian Retail, Digital Transformation and Infrastructure
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
362 Views
Surya Citra Media (SCMA IJ) - Digital Transformation Ahead? - On the Ground in J-Town
A meeting with Surya Citra Media Pt Tbk (SCMA IJ) in Jakarta revealed a company positive on the outlook for 2H18 but also well set on a course to...
568 Views
The Week that Was in ASEAN@Smartkarma - Hospitals, Cinemas, and Digital Media
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
352 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...
162 Views