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Aspirasi Hidup Indonesia (ACES IJ)
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246
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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14 May 2018 15:46
The Week that Was In ASEAN@Smartkarma - Malaysia Boleh, Department Stores, and Millennials
This week's offering across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable insights from across...
Angus Mackintosh
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154 Views
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bullish
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Ramayana Lestari Sentosa
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09 May 2018 11:36
Ramayana Lestari - Moving with the Millennials - On the Ground in J-Town
A meeting with Ramayana Lestari Sentosa Pt (RALS IJ) management in Jakarta last week confirmed that the company continues to move forward on its...
Angus Mackintosh
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208 Views
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bullish
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Matahari Department Store
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09 Mar 2018 02:46
Matahari Department Store: Retail Renaissance?
The biggest news from PT Matahari Department Store (LPPF IJ)'s 4Q17 earnings call is SSSG recovery (positive 3.7%, from negative 2.7% in 9M17) and...
Johannes Salim, CFA
139 Views
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bullish
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Aspirasi Hidup Indonesia
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10 Feb 2018 13:03
Ace Hardware - Playing Hardball in 2018 - On the Ground in J-Town
A meeting with Ace Hardware Indonesia (ACES IJ) at their headquarters in Jakarta revealed a continuation of the positive trends established in...
Angus Mackintosh
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204 Views
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bullish
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Ramayana Lestari Sentosa
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19 Jan 2018 13:18
Ramayana Lestari Sentosa - Fashionable Transformation - Company Update
A conversation with Ramayana management post the release of December numbers yesterday revealed a more optimistic outlook for 2018. Fashion and...
Angus Mackintosh
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248 Views
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