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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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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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bullish
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Matahari Department Store
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03 Aug 2017 03:10
Matahari Department Store: Management's Key Updates Plus Our Two Cents
PT Matahari Department Store (LPPF IJ) downgrades 2017 SSSG guidance to flat to slight negative, a key information that sent share price tumbling...
Johannes Salim, CFA
182 Views
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bullish
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Matahari Department Store
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02 Aug 2017 09:14
Matahari Department Store: Leading Department Store Chain at a Discount Valuation
PT Matahari Department Store (LPPF IJ) has seen a SSSG rebound in 2Q17. Management downplays threats from specialty retailers and...
Johannes Salim, CFA
347 Views
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bullish
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MSCI AC Asia Pacific Excluding Japan Index
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27 Jul 2017 23:02
Asia: Developing Leadership
As all eyes are focused on Europe—the current darling trade—Asia is emerging as a technical leader. The MSCI All-Country Asia Index (below) is...
Vermilion Research
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260 Views
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