In today’s briefing:
- Sumber Alfaria Trijaya (AMRT IJ) – Lawson Taking Up the Reins of Convenience
Sumber Alfaria Trijaya (AMRT IJ) – Lawson Taking Up the Reins of Convenience
- Sumber Alfaria Trijaya through its Alfamart and Alfamidi formats is one of the largest mini-market operators in Indonesia but is now expanding aggressively into the convenience store space through Lawson.
- The company should have a strong finish to the year with an additional 1,200-1,300 new stores being added over the period plus margins improving as Alfamart adds new services.
- Sumber Alfaria Trijaya is a core proxy to the winning mini-market format in Indonesia plus it is looking to replicate its success in the Philippines in Collaboration with SM Investments.
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