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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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Cross Asset Strategy
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15 Feb 2021 21:55
The Week That Was in ASEAN@Smartkarma - Banks, Beers, and Mergers
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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184 Views
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bullish
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Cross Asset Strategy
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18 Jan 2021 22:01
The Week That Was in ASEAN@Smartkarma - Thai Union, Bluebird Taxi, and Cement
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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244 Views
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bullish
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Cross Asset Strategy
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14 Dec 2020 21:40
The Week that Was in ASEAN@Smartkarma - Digital Festive Cheer, Sea Ltd Going Financial, and KEX
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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182 Views
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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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188 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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199 Views
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