Mitra Adiperkasa (MAPI IJ) - Strong Finisher
A recent meeting with Mitra Adiperkasa confirmed that management remains confident about a strong finish to the year, driven by s strong seasonal...
275 Views
Mitra Adiperkasa - Share Price Underperformance Has Priced in Pessimistic Growth Expectation
We expect MAPI to sustain revenue and net profit growth and thus see 9.5% YTD share price correction to be unwarranted. Maintain Buy.
223 Views
Mitra Adiperkasa (MAPI IJ) - Less Seasonal Cheer, More New Year's Resolutions
Mitra Adiperkasa remains the best proxy for Indonesian retail with any weakness in the share price caused by recent boycotts of certain brands an...
574 Views
Mitra Adiperkasa (MAPI IJ) - Pushing Retail Boundaries
MAPI remains our top retail pick in Indonesia with its focus on the resilient upper-middle segment in Indonesia and increasing regional exposure....
632 Views
Erajaya Swasembada (ERAA IJ) - Set up for a Stronger 2025
Erajaya Swasembada booked a strong performance in 3Q2024 but 4Q2024 is likely to be the peak seasonal quarter for sales, even with no sales of...
392 Views