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Aspirasi Hidup Indonesia (ACES IJ)
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258
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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Mitra Adiperkasa
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30 Nov 2020 11:42
Mitra Adiperkasa (MAPI IJ) - Digitally Remastered
MAPI is one of our top picks for the recovery in Indonesia, with a significant increase in exposure to e-commerce and a gradual broadening of its...
Angus Mackintosh
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198 Views
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bearish
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Matahari Department Store
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29 Nov 2020 19:50
Matahari Department Store (LPPF IJ) - Slow Transition to Newness
Matahari Department Store's latest strategies such as the relaunch of Matahari.com and its collaboration with Bank Nobu seem sensible but it may...
Angus Mackintosh
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206 Views
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bullish
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Cross Asset Strategy
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23 Nov 2020 22:09
The Week that Was in ASEAN@Smartkarma - A Shot in the Arm for SE Asia, Sea Ltd, and SingPost
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
Angus Mackintosh
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186 Views
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bullish
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Cross Asset Strategy
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17 Nov 2020 22:53
The Week that Was in ASEAN@Smartkarma - A Digitally Enhanced SE Asia, Cement, and Thai Equities
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
Angus Mackintosh
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199 Views
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bullish
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Cross Asset Strategy
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19 Oct 2020 17:30
The NEW Week that Was in ASEAN@Smartkarma - Syariah Banking, XL Axiata, and Telkom's Tower Spinoff
The Week that Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights from across South East...
Angus Mackintosh
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223 Views
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