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Aspirasi Hidup Indonesia (ACES IJ)
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235
Analysis
Consumer Discretionary
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Indonesia
PT Aspirasi Hidup Indonesia Tbk retails tools, home improvement products, lawn and garden supplies, plumbing, furniture, sporting goods, and pet supplies.
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bullish
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Thematic (Sector/Industry)
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12 Jul 2023 06:52
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Broker
Macro and Flows Tracker - Gear Up
Gear UpDespite fiscal expansion in 2H, the government has a lower fiscal deficit target on higher revenues. Supporting domestic aggregate demand...
BRI Danareksa Research
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215 Views
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bullish
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Thematic (Sector/Industry)
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06 Jul 2023 14:45
Indonesia Consumer - Positive Impressions from the Jakarta Fair
The highlights from the Jakarta Fair were a plethora of 2W and 4W EVs, a notable presence from dairy players, and many financing options being...
Angus Mackintosh
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620 Views
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bullish
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Cross Asset Strategy
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03 Jul 2023 23:19
The Week That Was in ASEAN@Smartkarma - Ace Hardware Shines, Alfamart's New Quest, and SCMA for 2H23
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
Angus Mackintosh
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395 Views
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bullish
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Aspirasi Hidup Indonesia
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01 Jul 2023 11:45
Ace Hardware Indonesia (ACES IJ) - Reasons to Be Helpful
ACES is starting to see the seeds of recovery come through in SSSG through April and May and should get a further boost from its BOOM sale from...
Angus Mackintosh
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451 Views
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bullish
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Thematic (Sector/Industry)
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27 Jun 2023 08:27
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Broker
Macro and Flows Tracker - Glimpse of Recovery
We anticipate improvements in the banking sector's intermediary function, supported by ample liquidity and favourable rates
BRI Danareksa Research
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210 Views
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