Mitra Adiperkasa (MAPI IJ) - Strong Finisher
A recent meeting with Mitra Adiperkasa confirmed that management remains confident about a strong finish to the year, driven by s strong seasonal...
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Mitra Adiperkasa - Share Price Underperformance Has Priced in Pessimistic Growth Expectation
We expect MAPI to sustain revenue and net profit growth and thus see 9.5% YTD share price correction to be unwarranted. Maintain Buy.
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CrossASEAN Indonesia Strategy - Parting Clouds
The Indonesian stock market was down 2% over the last year despite a flurry of inflows in the summer but this year looks interesting with a new...
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The Week That Was in ASEAN@Smartkarma - Indonesia Strategy, ITMG, and the PSE
The past week was a short one but we saw market strategy insights on Indonesia from CrossASEAN Research plus an insight on Philippine Stock Exchange.
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Mitra Adiperkasa (MAPI IJ) - Less Seasonal Cheer, More New Year's Resolutions
Mitra Adiperkasa remains the best proxy for Indonesian retail with any weakness in the share price caused by recent boycotts of certain brands an...
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