Aspirasi Hidup Indonesia (ACES IJ) - Rising Inventories for Good Reason
Aspirasi Hidup Indonesia booked a solid set of 3Q2024 results with an upgrade to SSSG projects for FY2024 with the numbers and guidance for 20 new...
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Aspirasi Hidup Indonesia - Expansion Plans to Drive Store to Double in 5-7 Years
Following ACES’ strong 9M24 results, we expect the potential tax benefit from a lower rate to offset the Rp30bn investment loss in ODI.
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Aspirasi Hidup Indonesia - Solid Sept24 SSSG
Expect strong 9M24 core profit of 13% yoy, in line with our FY24FWe expect ACES’ solid SSSG in Sep24 to support core profit growth of 9.5% yoy in...
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Aspirasi Hidup Indonesia - Strong Aug24 SSSG
ACES reported strong SSSG of 11% yoy in Aug24 and 9.9% for 8M24, exceeding mgmt’s/our FY24 target of at least 7%/7.6%. Aug24-YTD average monthly...
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The Week That Was That Was in ASEAN@Smartkarma - CP Axtra's Gaff, Berli Jucker, and ITMG's Value
The past week saw insights on CP Axtra (CPAXT TB), Berli Jucker (BJC TB), Mphb Capital (MPHB MK), and PT Daya Intiguna Yasa Tbk (Mr DIY Indonesia)...
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