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Aspirasi Hidup Indonesia (ACES IJ)
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233
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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Bumi Resources Minerals Tbk
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02 May 2023 07:11
LQ45 Index Rebalance Preview (July): Identifying Potential Changes
There could be 5 changes to the LQ45 in July. Given emphasis on liquidity, the impact on the deletes is higher than on the adds. Historically, the...
Brian Freitas
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446 Views
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bullish
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Cross Asset Strategy
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20 Mar 2023 16:10
The Week That Was in ASEAN@Smartkarma - Berli Jucker and Tourism, Harita Nickel IPO, and S-REITS
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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280 Views
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bullish
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Cross Asset Strategy
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06 Feb 2023 15:18
The Week That Was in ASEAN@Smartkarma - SCBX Transformed, Ace Hardware Time, and Pertamina Geo 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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299 Views
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bullish
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Aspirasi Hidup Indonesia
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31 Jan 2023 23:31
Ace Hardware Indonesia (ACES IJ) - Will Expansion Mode Be Enough?
Ace Hardware Indonesia trades on 13.7x FY23E PER and 12.7x FY24E PER when it used to trade on twice that multiple with not dissimilar growth rates,...
Angus Mackintosh
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325 Views
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bullish
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Cross Asset Strategy
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30 Jan 2023 21:34
The Week That Was in ASEAN@Smartkarma -Bank Central Asia, Bank Negara Indonesia, and Central Retail.
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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261 Views
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