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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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bearish
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Matahari Putra Prima Tbk PT
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14 Sep 2017 08:40
Matahari Putra Prima: Turnaround Timeline Uncertain
Conference call with PT Matahari Putra Prima (MPPA IJ) reveals negative SSSG in 1H17 and Lebaran holiday for the company. Management though does...
Johannes Salim, CFA
377 Views
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bullish
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Matahari Department Store
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03 Aug 2017 03:10
Matahari Department Store: Management's Key Updates Plus Our Two Cents
PT Matahari Department Store (LPPF IJ) downgrades 2017 SSSG guidance to flat to slight negative, a key information that sent share price tumbling...
Johannes Salim, CFA
183 Views
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bullish
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Matahari Department Store
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02 Aug 2017 09:14
Matahari Department Store: Leading Department Store Chain at a Discount Valuation
PT Matahari Department Store (LPPF IJ) has seen a SSSG rebound in 2Q17. Management downplays threats from specialty retailers and...
Johannes Salim, CFA
347 Views
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bullish
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MSCI AC Asia Pacific Excluding Japan Index
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27 Jul 2017 23:02
Asia: Developing Leadership
As all eyes are focused on Europe—the current darling trade—Asia is emerging as a technical leader. The MSCI All-Country Asia Index (below) is...
Vermilion Research
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260 Views
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bullish
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Thematic (Sector/Industry)
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09 Jul 2017 23:19
The Week that Was in ASEAN@Smartkarma - Ramadan, Russians and Hot-Pots
The week in ASEAN saw a pickup in activity after last week's Hari Raya holidays, with a note on Pension lender Bank Pmbngn Daerh Jawa Brt Dn Btn...
Angus Mackintosh
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215 Views
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