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Aspirasi Hidup Indonesia (ACES IJ)
Watchlist
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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Thematic (Sector/Industry)
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09 Jul 2017 23:19
The Week that Was in ASEAN@Smartkarma - Ramadan, Russians and Hot-Pots
The week in ASEAN saw a pickup in activity after last week's Hari Raya holidays, with a note on Pension lender Bank Pmbngn Daerh Jawa Brt Dn Btn...
Angus Mackintosh
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215 Views
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bullish
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Mitra Adiperkasa
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28 Jun 2017 15:11
Mitra Adiperkasa - Consolidating Department Stores and Building Beverages - On the Ground in J -Town
An interesting call with Miquel Staal, previously investor relations of Mitra Adiperkasa Tbk Pt (MAPI IJ) but now more corporate finance focused,...
Angus Mackintosh
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433 Views
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bearish
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Aspirasi Hidup Indonesia
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06 Jun 2017 10:09
Ace Hardware Indonesia: Bloated Inventory Remaining a Big Overhang
Ace Hardware Indonesia (ACES IJ) has seen its SSSG recover to 5% in 1Q17 and 14% in Apr, vs. 0.5-1.4% in 2015-16. Management sees online retail...
Johannes Salim, CFA
246 Views
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bullish
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Aspirasi Hidup Indonesia
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01 Jun 2017 11:01
ACE Hardware - Freshly Made Sheets - On the Ground in J -Town
I met with Ace Hardware Indonesia (ACES IJ) management in Jakarta last week, which confirmed my positive view on the company's growth prospects....
Angus Mackintosh
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228 Views
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bullish
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Thematic (Sector/Industry)
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21 May 2017 20:40
The Week that Was in ASEAN@Smartkarma - Hire Cars, Rollercoasters and Containers
The most significant event in ASEAN this week was rating agency S&P's upgrade of Indonesia's Sovereign Rating to Investment Grade. It upgraded...
Angus Mackintosh
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214 Views
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