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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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bearish
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Aspirasi Hidup Indonesia
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06 Jun 2017 10:09
Ace Hardware Indonesia: Bloated Inventory Remaining a Big Overhang
Ace Hardware Indonesia (ACES IJ) has seen its SSSG recover to 5% in 1Q17 and 14% in Apr, vs. 0.5-1.4% in 2015-16. Management sees online retail...
Johannes Salim, CFA
245 Views
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bullish
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Aspirasi Hidup Indonesia
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01 Jun 2017 11:01
ACE Hardware - Freshly Made Sheets - On the Ground in J -Town
I met with Ace Hardware Indonesia (ACES IJ) management in Jakarta last week, which confirmed my positive view on the company's growth prospects....
Angus Mackintosh
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227 Views
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bullish
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Thematic (Sector/Industry)
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21 May 2017 20:40
The Week that Was in ASEAN@Smartkarma - Hire Cars, Rollercoasters and Containers
The most significant event in ASEAN this week was rating agency S&P's upgrade of Indonesia's Sovereign Rating to Investment Grade. It upgraded...
Angus Mackintosh
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210 Views
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bullish
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Thematic (Sector/Industry)
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18 Apr 2017 09:13
Jakarta's Gubernatorial Election - A Close Run Thing
A voter brandishes the proof of her stake in democracy in IndonesiaAfter the first round of the Jakarta Governor Election, incumbent Governor...
Angus Mackintosh
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192 Views
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bullish
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Thematic (Sector/Industry)
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02 Apr 2017 18:10
The Week that Was in ASEAN@Smartkarma - Hospitals, Drugs, and Tiles
The Week that Was in ASEAN@SmartkarmaIn this latest ASEAN offering, put together in the heart of Jakarta or "The Big Durian" for those who know and...
Angus Mackintosh
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212 Views
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