Erajaya (ERAA): The New Era Will Last
Angus did an excellent job in uncovering investment opportunity in Erajaya Swasembada (ERAA IJ) pre-2018 and has done very well since. With the...
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Indonesia's Digital Economy - Notes & Transcribed JFCC Address by Information Minister Rudiantara
Information Minister Rudiantara handled questions about data centers, nationwide connectivity and restrictions on content providers in an address...
379 Views
Bank Mandiri - A Future by Design - On the Ground in J-Town
A 1-on-1 meeting with the new Head of Investor Relations at Bank Mandiri Persero Tbk Pt (BMRI IJ) in Jakarta revealed a more optimistic outlook for...
233 Views
Indo Internet Sector: Local Unicorns And Next Frontiers
Three Indo unicorns (so far) are Go-Jek, Tokopedia, and Traveloka (commonly abbreviated as GTT). However, the cash burn rates especially for...
141 Views
The Week that Was in ASEAN@Smartkarma - Thai-Coons, Telcos, and the Modern World
This week in ASEAN@Smartkarma has been a busy one, with a multitude of fascinating insights, both bottom up and top down and thematic. I also...
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