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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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Matahari Department Store
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05 Dec 2018 18:09
Matahari Department Store - "The King Is Dead, Long Live the King?" - On the Ground in J-Town
There is a body of opinion out there that suggests that the Pt Matahari Department Store (LPPF IJ) model is broken and it should be forever...
Angus Mackintosh
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899 Views
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bullish
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Cross Asset Strategy
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04 Nov 2018 12:20
The Week that Was in ASEAN@Smartkarma - Monetary Policy, Building Materials, and Department Stores
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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415 Views
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bullish
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Catur Sentosa Adiprana Tbk
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31 Oct 2018 21:09
A DEEP DIVE Into The Economics of Catur's Mitra10
At just USD 170m, Catur Sentosa Adiprana Tbk (CSAP IJ) has a profile with investors far beyond its market cap, largely through association with...
Lloyd Moffatt
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1k Views
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bullish
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Thematic (Sector/Industry)
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08 Oct 2018 18:59
The Week that Was in ASEAN@Smartkarma - Political Pessimism, Indo Retail, and Philippines Gaming
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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365 Views
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bullish
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Aspirasi Hidup Indonesia
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05 Oct 2018 11:30
Ace Hardware (ACES IJ) - A Better Lifestyle in the Home - On the Ground in J-Town
A meeting with Ace Hardware Indonesia (ACES IJ) management at their headquarters in Jakarta revealed a company well-positioned to weather the...
Angus Mackintosh
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767 Views
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