Mitra Adiperkasa - Consolidating Department Stores and Building Beverages - On the Ground in J -Town
An interesting call with Miquel Staal, previously investor relations of Mitra Adiperkasa Tbk Pt (MAPI IJ) but now more corporate finance focused,...
429 Views
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...
241 Views
Ramayana - Celebrity Transformation - On the Ground in J-Town
A visit to department store operator Ramayana Lestari Sentosa Pt (RALS IJ) at its office in downtown Jakarta proved an enlivening experience. Soon...
279 Views
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...
191 Views
Indo Strategy: Surprise Visit from Old Friends - Key Takeaways, and Ideas
Nielsen's Director of Research expects consumption recovery in Indonesia for 2017, following a 2016 slow-down. Two Key Ideas are Kimia Farma...
261 Views