The Week that Was in ASEAN@Smartkarma - Indocement, Domestic Consumers, and ASEAN Retail
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
460 Views
EV, Hybrid Incentives / Jkt's Air / Seats Promised for Parties / Islamists Slammed / Haze Redux
Tax changes mark a fundamental overhaul of auto-sector regulation, designed to move from taxing based on model and engine size to rates based on...
461 Views
Wilmar: China IPO Looks Priced In
INVESTMENT VIEW: Wilmar International (WIL SP) shares have rallied over 20% YTD on optimism that its upcoming A-share listing will unlock value....
551 Views
Singapore Stocks on the Move Ahead of Big Week of Earnings
The STI is highly diversified across sectors and geographical reach of the 30 constituents. While the STI marginally declined 0.1% last week,...
1.8k Views
Indofood (ICBP IJ) - Big Daddy of Branded Food in Indonesia; Proxy for Consumer Food Spend
Indofood Cbp Sukses Makmur T (ICBP IJ) is the largest packaged food producer in Indonesia with a wide portfolio of brands across food categories....
585 Views