Matahari Department Store - Can Local Knowledge Win the Game? On the Ground in J -Town
A conversation with the management of PT Matahari Department Store (LPPF IJ) in Jakarta revealed that 3Q17 has continued to see sluggish SSSG. The...
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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...
376 Views
Erajaya Swasembada: Early Round Loser in Offline-To-Online Consumption Shift?
Conference call with the IR of Erajaya Swasembada Tbk Pt (ERAA IJ) reveals that general consumption in 1H17 was weaker-than-anticipated. Erajaya's...
233 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...
198 Views
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...
192 Views