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Mitra Adiperkasa (MAPI IJ)
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240
Analysis
Consumer Discretionary
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Indonesia
PT Mitra Adiperkasa Tbk operates department stores and specialty stores selling a broad range of goods including clothing, toys, food, and other merchandise.
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bearish
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Aspirasi Hidup Indonesia
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06 Jun 2017 10:09
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...
Johannes Salim, CFA
251 Views
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bullish
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Ramayana Lestari Sentosa
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05 May 2017 17:07
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...
Angus Mackintosh
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287 Views
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bullish
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Thematic (Sector/Industry)
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18 Apr 2017 09:13
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...
Angus Mackintosh
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204 Views
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bullish
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Thematic (Sector/Industry)
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17 Apr 2017 06:24
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...
Johannes Salim, CFA
265 Views
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bullish
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Thematic (Sector/Industry)
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02 Apr 2017 18:10
The Week that Was in ASEAN@Smartkarma - Hospitals, Drugs, and Tiles
The Week that Was in ASEAN@SmartkarmaIn this latest ASEAN offering, put together in the heart of Jakarta or "The Big Durian" for those who know and...
Angus Mackintosh
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218 Views
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