ACE Hardware - Consumers Are Back! On the Ground in J-Town
Ace Hardware Indonesia (ACES IJ) is a great proxy for middle-class consumption in Indonesia but its sales growth will often lag the recovery in the...
263 Views
Ed or Tech, Edtech Firms Must Cross These Moats
The global edtech market is expected to grow 17% a year - hitting USD 252bn by 2020, according to research by IBIS Capital. Global tech companies...
3.4k Views
Matahari Department Store - Fundamentals Fully Intact with Clarity On-Line - On the Ground in J Town
A meeting with PT Matahari Department Store (LPPF IJ), the largest department store player Indonesia, revealed a company with its growth strategy...
323 Views
Hello Indo Consumption, How Are You Doing?
Our proprietary consumption scorecard reveals that Indonesia consumption in 2Q-4Q16 period is on the recovery path. We expect the consumption...
1.3k Views
ACE Hardware - Smaller, Fitter, Faster - On the Ground in J-Town
A company visit to Ace Hardware Indonesia (ACES IJ) last week revealed that SSSG is finally improving after a slow post Lebaran recovery. October...
216 Views