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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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Ramayana Lestari Sentosa
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30 Nov 2017 13:51
Ramayana Lestari Sentosa - The Goods Department - On the Ground in J-Town
Ramayana Lestari Sentosa Pt (RALS IJ) continues to see some disappointment in its headline same-store sales growth (SSSG), with the October number...
Angus Mackintosh
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237 Views
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bullish
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Thematic (Sector/Industry)
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27 Nov 2017 14:03
The Week that Was in ASEAN@Smartkarma - Supermarkets, Mobiles And, Diamonds
Welcoming two new Insight Providers in ASEAN@SmartkarmaKevin O’Rourke is one of the most accomplished political consultants on Indonesia. He...
Angus Mackintosh
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155 Views
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bullish
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Mitra Adiperkasa
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11 Nov 2017 13:14
Mitra Adiperkasa - Back in Trim - On the Ground in J-Town
A conference call with head of investor relations at Mitra Adiperkasa Tbk Pt (MAPI IJ), Fetty Kwartati, just after the company's results revealed a...
Angus Mackintosh
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321 Views
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bearish
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Matahari Department Store
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26 Sep 2017 13:02
Matahari Department Store - Can Local Knowledge Win the Game? On the Ground in J -Town
A conversation with the management of PT Matahari Department Store (LPPF IJ) in Jakarta revealed that 3Q17 has continued to see sluggish SSSG. The...
Angus Mackintosh
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207 Views
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bearish
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Matahari Putra Prima Tbk PT
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14 Sep 2017 08:40
Matahari Putra Prima: Turnaround Timeline Uncertain
Conference call with PT Matahari Putra Prima (MPPA IJ) reveals negative SSSG in 1H17 and Lebaran holiday for the company. Management though does...
Johannes Salim, CFA
377 Views
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