Emtek (EMTK IJ) - Arise a New Champion of Indonesia Tech?
Emtek recently announced its intention to seek approval for a stock split at its AGM in December. We see this as a precursor for further corporate...
280 Views
Matahari Department Store (LPPF IJ) - Too Early to Be Early
Matahari Department Store has one of the most interesting retail franchises in Indonesia but has been impacted by COVID-19 whilst in the midst of a...
231 Views
Metrodata Electronic (MTDL IJ) - A Rare Value Play on Indonesia's Digitalization
Metrodata Electronic (MTDL IJ) is a rare value play on the rapid digitalization in Indonesia, which has seen an acceleration driven by the growth...
596 Views
The Week that Was in ASEAN@Smartkarma - SE Asia's Consumer Proxy, Wilmar's YKA IPO, and CRC
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable insights from across South...
163 Views
Erajaya Swasembada (ERAA IJ) - Goodbye Blackmarket
Indonesia's laregst Erajaya Swasembada (ERAA IJ)
342 Views