Sumber Alfaria Trijaya (AMRT IJ) - About Competition and Initiatives
A follow-up call with Alfamart managment after results confirmed the positive growth outlook for the coming year despite a slower store build-out...
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Sumber Alfaria Trijaya (AMRT IJ) - Solidifying Growth Prospects
Alfamart will slow store openings to 1,300 stores this year after adding more than 1,800 outlets in 2023, with growth prospects remaining positive...
323 Views
Mayora Indah (MYOR IJ) - Classy Biscuits and Beverages
Mayora Indah (MYOR IJ) saw a significant positive surge in profitability from lower raw material prices and lower operating costs in 3Q2023, which...
533 Views
Sumber Alfaria Trijaya (AMRT IJ) - Rationalising the Lawson Buildout
Sumber Alfaria Trijaya remains the best way to play the minimarket space in Indonesia. 4Q 2023 numbers should provide a positive catalyst given it...
585 Views
Sumber Alfaria Trijaya (AMRT IJ) - Ongoing Momentum Sustained
Sumber Alfaria Trijaya remains a core retail holding, with its premium valuation justified by its strong growth prospects, with estimated 2-year...
509 Views