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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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Matahari Department Store
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02 Feb 2017 16:34
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...
Angus Mackintosh
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319 Views
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bullish
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Thematic (Sector/Industry)
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11 Jan 2017 13:25
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...
Johannes Salim, CFA
1.3k Views
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bullish
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Aspirasi Hidup Indonesia
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23 Nov 2016 22:12
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...
Angus Mackintosh
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213 Views
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bullish
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Thematic (Sector/Industry)
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17 Nov 2016 16:30
Indonesia Consumers Coming Back to the Table? On the Ground in J-Town
A meeting with Nielsen Indonesia in Jakarta last week revealed some positive signs of a recovery in consumer activity. After a nervous start to the...
Angus Mackintosh
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443 Views
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bullish
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Thematic (Sector/Industry)
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14 Oct 2016 05:17
The Verdict on Investing in Indonesia - Riedel CNBC Interview
Indonesia has been strong as investors have been more willing to invest in riskier assets throughout 2016.Tax amnesty program being successful is...
David Riedel
228 Views
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