Japfa Comfeed: Firmly in the Up-Cycle
A call with management reveals that Japfa Comfeed Indonesia Tbk Pt (JPFA IJ)'s business is in the up-cycle, with firming ASP. JPFA delivered a...
182 Views
SCMA - Driven by the Old and the New - On the Ground in J-Town
A 1-on-1 call with Surya Citra Media Pt Tbk (SCMA IJ), after the dust had settled post its FY17 results, revealed indications of a strong 1Q18...
198 Views
The Week that Was in ASEAN@Smartkarma - Indonesia, Consumer Staples, and Thailand's Big IPO
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
162 Views
UNVR: Averaging 130% ROE over the past Five Years
Low volatility in sales, strong long-term sales growth, and earnings on an upcycle trend relative to its sector Stronger consumer spending in...
184 Views
Indo Stocks During Trade War: What to Do?
Below is my conversation with an Indonesian high net worth who is keen to find insight on how the current trade war impacts Indonesian...
470 Views