Library of all previous posts
A list of all previous posts
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Pakuwon Jati (PWON IJ)
Pakuwon Jati (PWON IJ) is an Indonesian property developer focusing on so-called “superblocks”. It acquires land around a centrally located area, builds a shopping mall, and then adds surrounding properties such as condos, serviced apartments, offices, hotels, etc. Half of Pakuwon’s revenues are recurring (retail mall leasing, office
Thematic reports
Mapping the Indonesian property market
Estimated reading time: 20 minutes
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Monday morning links
Thematic reports
Book review: Tomorrow's Gold
Estimated reading time: 20 mins
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Monday morning links
Deep-dives
Ultrajaya Milk (ULTJ IJ)
Ultrajaya Milk (ULTJ IJ) is the leading dairy company in Indonesia. Its most popular product “Ultra Milk” has a market share of roughly 40% and dominates the mass market. The company focuses on “UHT milk”. Such milk has been treated with ultra-high temperatures and stored in aseptic packaging, giving
Mainland China
Reader question: Ping An Insurance?
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A dozen Japanese vaccination bets
Estimated reading time: 14 minutes
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