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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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Mitra Adiperkasa
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26 Jul 2023 09:35
LQ45 Index Rebalance: Two Changes in a Few Days
GGRM and MAPI replace TINS and JPFA in the LQ45. Passives need to buy between 1-3x ADV in the next 4 trading days. There will be pre-positioning on...
Brian Freitas
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539 Views
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bullish
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Cross Asset Strategy
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24 Jul 2023 15:44
The Week That Was in ASEAN@Smartkarma - Ace Hardware's Spike, Erajaya's Ramp-Up, and Leader Energy
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
Angus Mackintosh
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434 Views
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bullish
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Aspirasi Hidup Indonesia
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21 Jul 2023 09:05
Ace Hardware Indonesia (ACES IJ) - Cementing a Positive Performance
Ace Hardware's June SSSG confirmed very strong growth momentum and the positive impact of its BOOM sale, with headline SSSG at +10.7% YoY, after a...
Angus Mackintosh
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597 Views
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bullish
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Cross Asset Strategy
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17 Jul 2023 16:48
The Week That Was in ASEAN@Smartkarma - Alfamart's Take-Off, Siloam Hospitals, and Cinema XXI IPO.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
Angus Mackintosh
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445 Views
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bullish
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Thematic (Sector/Industry)
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06 Jul 2023 14:45
Indonesia Consumer - Positive Impressions from the Jakarta Fair
The highlights from the Jakarta Fair were a plethora of 2W and 4W EVs, a notable presence from dairy players, and many financing options being...
Angus Mackintosh
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620 Views
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