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Erajaya Swasembada (ERAA IJ)
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98
Analysis
Information Technology
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Indonesia
PT Erajaya Swasembada Tbk distributes and retails cellular telephones. The Company is licensed to distribute international brands of cell phones, and operates a chain of retail shops in Indonesia.
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bullish
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Ramayana Lestari Sentosa
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30 Nov 2017 13:51
Ramayana Lestari Sentosa - The Goods Department - On the Ground in J-Town
Ramayana Lestari Sentosa Pt (RALS IJ) continues to see some disappointment in its headline same-store sales growth (SSSG), with the October number...
Angus Mackintosh
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237 Views
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bullish
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Thematic (Sector/Industry)
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27 Nov 2017 14:03
The Week that Was in ASEAN@Smartkarma - Supermarkets, Mobiles And, Diamonds
Welcoming two new Insight Providers in ASEAN@SmartkarmaKevin O’Rourke is one of the most accomplished political consultants on Indonesia. He...
Angus Mackintosh
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155 Views
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bearish
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Matahari Department Store
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26 Sep 2017 13:02
Matahari Department Store - Can Local Knowledge Win the Game? On the Ground in J -Town
A conversation with the management of PT Matahari Department Store (LPPF IJ) in Jakarta revealed that 3Q17 has continued to see sluggish SSSG. The...
Angus Mackintosh
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207 Views
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bearish
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Erajaya Swasembada
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25 Aug 2017 06:40
Erajaya Swasembada: Early Round Loser in Offline-To-Online Consumption Shift?
Conference call with the IR of Erajaya Swasembada Tbk Pt (ERAA IJ) reveals that general consumption in 1H17 was weaker-than-anticipated. Erajaya's...
Johannes Salim, CFA
237 Views
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