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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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Cross Asset Strategy
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10 Jun 2024 23:16
The Week That Was in ASEAN@Smartkarma - Alfamart Uncut, CP Axtra Revealed, and Jardine Matheson
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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278 Views
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bullish
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Thematic (Sector/Industry)
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07 Jun 2024 19:01
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Broker
Retail : May24 Channel Check
ACES is continuing its thematic and cashback promotions which will sustain SSSG at the mid-single digit level. Maintain Overweight
BRI Danareksa Research
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394 Views
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bullish
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Cross Asset Strategy
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03 Jun 2024 17:08
The CrossASEAN Week That Was in South-East Asia - ACES High, Alfamart's Solid, and Cimory Sticks
The past week saw insights on Ace Hardware Indonesia (ACES IJ), Sumber Alfaria Trijaya (AMRT IJ), Cisarua Mountain Dairy (CMRY IJ), and Barito...
Angus Mackintosh
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297 Views
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bullish
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Cross Asset Strategy
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20 May 2024 21:54
The Week That Was in ASEAN@Smartkarma - Sea Ltd Harvesting, Grab's Initiatives, and Bangkok Dusit
The past week saw insights on Sea Ltd (SE US), Grab (GRAB US), Malaysia Airports Holdings (MAHB MK), Bangkok Dusit Medical Services (BDMS TB), and...
Angus Mackintosh
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277 Views
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bullish
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Thematic (Sector/Industry)
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23 Apr 2024 21:54
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Broker
Retail Sector: Potential Boost from Ied Festives and Promotions (OVERWEIGHT)
We noted more foot traffic to retail/shopping areas toward the end of Mar24, likely supported by the disbursement of the holiday allowance.
BRI Danareksa Research
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