Sumber Alfaria Trijaya (AMRT IJ) - Good Reason for Optimism
Alfamart will continue to expand its store network in 2025, with Lawson under AMRT to bring future synergy benefits. Valuations look attractive...
286 Views
Aspirasi Hidup Indonesia (ACES IJ) - Growing AZKO Stores and Private Label
AHI continues to push the AZKO brand with higher promotional spend, offset by the lack of royalties to ACES US. Guidance looks conservative and...
231 Views
The Week That Was in ASEAN@Smartkarma - Grab's Initiatves, Wintermar Marine, and The Keepers.
The past week saw insights on Grab Holdings (GRAB US), Wintermar Offshore Marine (WINS IJ), Japfa Ltd (JAP SP), Ginebra San Miguel (GSMI PM), and...
270 Views
Wintermar Offshore Marine (WINS IJ) - Ahoy! Recovery Ahead
Wintermar Offshore Marine booked a strong set of FY2024, confirming the ongoing recovery of the offshore oil & gas shipping segment and especially...
633 Views
Grab Holdings (GRAB US) - New Products with a Heavy Hint of AI
Grab hosted "GrabX" in Singapore and online to showcase a range of AI-driven product offerings that promise to be future growth drivers for the...
723 Views