The Week that Was in ASEAN@Smartkarma - Political Pessimism, Indo Retail, and Philippines Gaming
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
360 Views
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...
545 Views
The Week That Was in ASEAN@Smartkarma - Heavy Equipment, Consumer Electronics, and Ice Cream Wars
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
352 Views
Unilever Indonesia (UNVR IJ)- Halal Skin Products and Ice Cream Wars - On the Ground in J-Town
A trip out to Unilever Indonesia Tbk Pt (UNVR IJ) ’s headquarters in leafy BSD City is always an inspirational experience and this time was no...
577 Views
SCMA - Leading the Charge to the Games - On the Ground in J-Town
A recent conversation with Surya Citra Media Pt Tbk (SCMA IJ) in Jakarta revealed a slightly less optimistic short-term view but continuing...
172 Views