Matahari Department Store Q1 2018 Results Review
EXECUTIVE SUMMARYPT Matahari Department Store (LPPF IJ) recently reported Q1 2018 results. The company’s Q1 2018 results positives were an increase...
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Lippo Mall REIT: Downside Priced-In
Since the announcement of the 10% service charge withholding tax, Lippo Malls Indonesia Retail Trust (LMRT SP) has come off 15.8% in 10 days which...
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Indo Stocks During Trade War: What to Do?
Below is my conversation with an Indonesian high net worth who is keen to find insight on how the current trade war impacts Indonesian...
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Mitra Adiperkasa: More Evidence for Retail Renaissance?
Mitra Adiperkasa Tbk Pt (MAPI IJ) saw its SSSG accelerate to a solid 7% in 4Q17, from 3% in 9M17. Department stores rationalization initiatives...
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The Week that Was in ASEAN@Smartkarma - Goldilocks, Hotels, and Retailing
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
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