The Week That Was in ASEAN@Smartkarma - Indonesia Strategy, Maynilad Water Services and Mayora Indah
The past week saw insights on Indonesia Strategy, Maynilad Water Services, Mayora Indah (MYOR IJ), and Top Glove Corp (TOPG MK).
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CrossASEAN Strategy - Indonesia's Delicate Balance
The Indonesian market has seen a sharp sell-off with a confluence of concerns centred around the execution and implementation of government policy...
341 Views
The Week That Was in ASEAN@Smartkarma - CPALL, Arwana Citramulia, and Sido Muncul
The past week saw insights on CP ALL PCL (CPALL TB), Arwana Citramulia (ARNA IJ), Sido Muncul (SIDO IJ), and AvePoint (AVPT US)
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Arwana Citramulia (ARNA IJ) - Rectifying and Enlarging
A call with Arwana Citramulia cleared up some lingering concerns from 2024, which was a year of reconfiguration of capacity to help differentiate...
214 Views
CP ALL (CPALL TB) - Increasing Size and Diversity
A meeting with CP ALL (CPALL TB) management revealed some interesting new initiatives to drive growth as the company remains upbeat about its store...
375 Views