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Sumber Alfaria Trijaya Tbk Pt (AMRT IJ)
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157
Analysis
Consumer Staples
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Indonesia
PT Sumber Alfaria Trijaya Tbk operates a chain of retail supermarkets.
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bullish
•
President Chain Store
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27 Nov 2018 13:02
President Chain Store: The Everywhere-Everything 7-Eleven Operator of Taiwan
When I visited Taiwan recently, I was awed by the omnipresence of the 7-Eleven stores. Like in Japan, organised convenience chains have deeply...
Shilpa Krishnan
679 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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bearish
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Thematic (Sector/Industry)
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04 Oct 2018 01:55
Indo Snippets: Tobacco Tax for BPJS Deficit, Earthquake in Palu, LPPF Share Buyback, Garudafood IPO
INDO Snippets brings together substantive and significant on the ground chatter that may potentially have a meaningful impact on the Indonesian...
Jessica Irene
531 Views
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bullish
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AKR Corporindo
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20 Sep 2018 14:53
AKR Corporindo (AKRA IJ) - Beyond Petroleum - On the Ground in J-Town
AKR Corporindo (AKRA IJ) is quite often pigeon-holed as a chemical and subsidised fuel distributor but a recent visit to their offices in Jakarta...
Angus Mackintosh
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550 Views
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bullish
•
Thematic (Sector/Industry)
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06 Nov 2017 08:33
Call with Nielsen: Is It Weaker Purchasing Power or Online Shopping?
A conference call with Nielsen Indonesia reveals that FMCG consumption growth YT-Sep has decelerated to only 2.7% growth YoY. Online shopping is...
Johannes Salim, CFA
137 Views
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