Mitra Adiperkasa - Back in Trim - On the Ground in J-Town
A conference call with head of investor relations at Mitra Adiperkasa Tbk Pt (MAPI IJ), Fetty Kwartati, just after the company's results revealed a...
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Matahari Department Store (Initiation)- High Quality Retailer at a Reasonable Price
Investment Thesis Matahari Department Store is the largest department store in Indonesia. The company is one of the most profitable retailers in...
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Matahari Putra Prima: Turnaround Timeline Uncertain
Conference call with PT Matahari Putra Prima (MPPA IJ) reveals negative SSSG in 1H17 and Lebaran holiday for the company. Management though does...
381 Views
The War of the Worlds (Part 3) - Going Nuclear
The War of the Worlds - Going NuclearJack Ma, Founder of AlibabaNuclear Attack from AlibabaThe news that Alibaba Group Holding Ltd (BABA US) will...
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Indonesia Retail - The War of the Worlds (Part 2) Payment Wars - On the Ground in J -Town
In the second of our War of the Worlds series, I report back after a conversation with management from Elang Mahkota Teknologi Tbk (EMTK IJ), one...
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