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Aspirasi Hidup Indonesia (ACES IJ)
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237
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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Cross Asset Strategy
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16 Apr 2024 00:42
The Week That Was in ASEAN@ Smartkarma - MAPI & Boycotts, Ace Hardware Reborn, and VinFast's Trouble
The past week saw insights on Mitra Adiperkasa (MAPI IJ), Ace Hardware Indonesia (ACES IJ), Vinfast (VFS US), The Keepers Holdings (KEEPR PM), and...
Angus Mackintosh
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276 Views
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bullish
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Cross Asset Strategy
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08 Apr 2024 22:13
The Week That Was in ASEAN@Smartkarma - Ace Hardware's Lifestyle, AKR Corporindo, and Sai Gon Cargo
The past week saw insight on Ace Hardware Indonesia (ACES IJ), AKR Corporindo (AKRA IJ) Sai Gon Cargo Service (SCS VN), Delta Djakarta (DLTA IJ),...
Angus Mackintosh
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291 Views
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bullish
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Thematic (Sector/Industry)
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05 Apr 2024 19:02
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Broker
Equity Strategy: Short-Term Domestic Growth Challenges in 2Q24 May Drive Further De-Risking
Our FY23 results recap shows market EPS growth of -12% yoy, but growth would reach +4.1% if we exclude one-offs (mainly from GOTO).
BRI Danareksa Research
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411 Views
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bullish
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Cross Asset Strategy
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26 Mar 2024 00:07
The Week That Was in ASEAN@Smartkarma - GoTo's Rebirth, Cimory's Dairy, and Far East Hospitality
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
Angus Mackintosh
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239 Views
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bullish
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Thematic (Sector/Industry)
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18 Mar 2024 20:22
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Broker
Retail Sector - Vibrant Rebound at Key Shopping Centers
Our recent visit to Tanah Abang, Thamrin City and Little Bangkok revealed more vibrant shopping than in the similar period last year.
BRI Danareksa Research
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235 Views
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