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Aspirasi Hidup Indonesia (ACES IJ)
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238
Analysis
Consumer Discretionary
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Indonesia
PT Aspirasi Hidup Indonesia Tbk retails tools, home improvement products, lawn and garden supplies, plumbing, furniture, sporting goods, and pet supplies.
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bullish
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AllHome Corp
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05 Sep 2019 18:54
AllHome IPO: Benchmarking Points to a Trade-Off Between Growth/Margin and Returns
AllHome (AHM PM) claims to have pioneered the “one-stop-shop” home improvement retailer in the Philippines. AllHome has started pre-marketing for...
Arun George
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499 Views
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bullish
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Cross Asset Strategy
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19 Aug 2019 13:06
The Week That Was in ASEAN@Smartkarma - Philippines Economy, Small Cap Singapore, and Bank Danamon
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
Angus Mackintosh
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442 Views
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bearish
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AllHome Corp
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06 Aug 2019 13:16
AllHome IPO Early Thoughts on Valuation
AllHome (AHM PM) is looking to raise about US$400m in its upcoming IPO in the Philippines. We shared our thoughts on the company in: AllHome IPO...
Zhen Zhou, Toh
714 Views
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bullish
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Thematic (Sector/Industry)
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05 Aug 2019 14:11
Smartkarma Originals
Navigating the High Seas of ASEAN Retail - Introduction to a Series
In this series of Insights, insight providers Angus Mackintosh and Jessica Irene will summarize the biggest players in the ASEAN retail sector,...
Jessica Irene
917 Views
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bullish
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Cross Asset Strategy
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19 Jul 2019 08:14
CrossASEAN Strategy - Sinister Undertones for Indonesia from the US/China Trade War
The US-China Trade war has sent reverberations through Global Markets and the main focus seems to have been on the impact on the US economy and how...
Angus Mackintosh
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515 Views
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