Matahari Dept Store: Key Lessons from Our Wrong Call
Pt Matahari Department Store (LPPF IJ) posted disappointing 1H18 results big time. The key lessons we learn from our wrong call are 1) valuation...
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Lippo Karawaci: Buying Time To Avert Distress
We initiate our coverage on Lippo Karawaci Tbk Pt (LPKR IJ) (“LK”) with a NEUTRAL recommendation on the LPKRIJ complex and a tactical OVERWEIGHT...
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The Week that Was in ASEAN@Smartkarma - Summer Blues, Indonesia Banks, and Retail
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Matahari Dept Store: One of the Best Buying Opportunities Ever? Yes, We Think So
PT Matahari Department Store (LPPF IJ)'s share prices have under-performed rival Ramayana Lestari Sentosa Pt (RALS IJ)'s by a whopping 71 ppt...
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Mitra Adiperkasa (MAPI IJ) - Firing on All Cylinders - On the Ground in J-Town
A conversation with the management of Mitra Adiperkasa Tbk Pt (MAPI IJ) revealed a company expressing surprise at the enthusiasm of its customers...
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