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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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Cross Asset Strategy
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18 Jun 2024 00:35
The Week That Was in ASEAN@Smartkarma - Prodia Ready, AEM, and Vinfast
The past week saw insights on Prodia (PRDA IJ) after a management call and AEM (AEM SP) post-management changes, with some economic commentary on...
Angus Mackintosh
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143 Views
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bullish
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Sumber Alfaria Trijaya Tbk Pt
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07 Jun 2024 09:03
Sumber Alfaria Trijaya (AMRT IJ) - About Competition and Initiatives
A follow-up call with Alfamart managment after results confirmed the positive growth outlook for the coming year despite a slower store build-out...
Angus Mackintosh
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436 Views
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bullish
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Cross Asset Strategy
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31 May 2024 17:32
CrossASEAN Ground Zero - Shopee Express in the CrossHairs, Grab & OpenAI, Cinema XXI, Thai Tariffs
This week we look at Shopee and Lazada as they are investigated for anti-competitive behaviour around logistics, Grab's OpenAI collaboration, and...
Angus Mackintosh
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443 Views
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bullish
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Tower Bersama Infrastructure
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08 Jan 2024 06:10
LQ45 Index Rebalance Preview (Jan): Reading the Tea Leaves
There could be 5 potential changes for the LQ45 Index in January. The potential adds have performed well while the potential deletes are trading...
Brian Freitas
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605 Views
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bullish
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Cross Asset Strategy
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27 Nov 2023 19:20
The Week That Was in ASEAN@Smartkarma - Alfamart's Expansion, Erajaya, and Anwar's Malaysia
The past week saw insights on Sumber Alfaria Trijaya (AMRT IJ), Erajaya Swasembada (ERAA IJ), Bumrungrad Hospital (BH TB), Sido Muncul (SIDO IJ),...
Angus Mackintosh
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319 Views
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