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...
165 Views
ERAA (ERAA IJ): Undemanding Valuation at Growing Tech Retailer
Strong stock price momentum, low correlation with Western stock markets, and low price-to-sales relative to its sector Increased demand coverage...
167 Views
Sector Capsule: Personal Care Appliances in Indonesia
Headlines In 2016 volume sales of personal care appliances grow by 3% to reach 590,000 units Personal care appliances continue to be purchased...
6.3k Views
Ed or Tech, Edtech Firms Must Cross These Moats
The global edtech market is expected to grow 17% a year - hitting USD 252bn by 2020, according to research by IBIS Capital. Global tech companies...
3.4k Views
Hello Indo Consumption, How Are You Doing?
Our proprietary consumption scorecard reveals that Indonesia consumption in 2Q-4Q16 period is on the recovery path. We expect the consumption...
1.3k Views