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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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Matahari Department Store
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03 Aug 2017 03:10
Matahari Department Store: Management's Key Updates Plus Our Two Cents
PT Matahari Department Store (LPPF IJ) downgrades 2017 SSSG guidance to flat to slight negative, a key information that sent share price tumbling...
Johannes Salim, CFA
181 Views
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bullish
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Matahari Department Store
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02 Aug 2017 09:14
Matahari Department Store: Leading Department Store Chain at a Discount Valuation
PT Matahari Department Store (LPPF IJ) has seen a SSSG rebound in 2Q17. Management downplays threats from specialty retailers and...
Johannes Salim, CFA
344 Views
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bullish
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MSCI AC Asia Pacific Excluding Japan Index
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27 Jul 2017 23:02
Asia: Developing Leadership
As all eyes are focused on Europe—the current darling trade—Asia is emerging as a technical leader. The MSCI All-Country Asia Index (below) is...
Vermilion Research
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257 Views
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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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431 Views
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