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Matahari Department Store (LPPF IJ)
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181
Analysis
Consumer Discretionary
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Indonesia
PT Matahari Department Store Tbk engages in the retail business for several types of products such as clothes, accessories, bags, shoes, cosmetics, household appliances, and management consulting services.
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bearish
•
Aspirasi Hidup Indonesia
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06 Jun 2017 10:09
Ace Hardware Indonesia: Bloated Inventory Remaining a Big Overhang
Ace Hardware Indonesia (ACES IJ) has seen its SSSG recover to 5% in 1Q17 and 14% in Apr, vs. 0.5-1.4% in 2015-16. Management sees online retail...
Johannes Salim, CFA
245 Views
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bullish
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Thematic (Sector/Industry)
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10 May 2017 02:55
Sino-ASEAN Strategy: Is There No Stopping This Bull Run? - Part II
Our Global Reflation Pulse Check indicates the global reflation theme remains intact. Earnings and economic growth in the US and Europe have...
Johannes Salim, CFA
291 Views
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bullish
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Thematic (Sector/Industry)
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17 Apr 2017 06:24
Indo Strategy: Surprise Visit from Old Friends - Key Takeaways, and Ideas
Nielsen's Director of Research expects consumption recovery in Indonesia for 2017, following a 2016 slow-down. Two Key Ideas are Kimia Farma...
Johannes Salim, CFA
263 Views
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bullish
•
Thematic (Sector/Industry)
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02 Apr 2017 18:10
The Week that Was in ASEAN@Smartkarma - Hospitals, Drugs, and Tiles
The Week that Was in ASEAN@SmartkarmaIn this latest ASEAN offering, put together in the heart of Jakarta or "The Big Durian" for those who know and...
Angus Mackintosh
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212 Views
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bullish
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Thematic (Sector/Industry)
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24 Mar 2017 09:33
Sector Capsule: Personal Care Appliances in Indonesia
Headlines In 2016 volume sales of personal care appliances grow by 3% to reach 590,000 units Personal care appliances continue to be purchased...
Euromonitor International Ltd.
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6.3k Views
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