In today’s briefing:
- Sumber Alfaria Trijaya (AMRT IJ) – Primed for Profitable Growth in 2025
Sumber Alfaria Trijaya (AMRT IJ) – Primed for Profitable Growth in 2025
- Sumber Alfaria Trijaya (Alfamart) looks well set for a strong finish to the year boosted by seasonal factors and a higher quarter for supplier rebates making it the peak quarter.
- The company should be able to surpass its guidance for new store build-out in 2024, emphasising Alfamart and Alfamidi outlets, as it consolidates its Lawson rollout.
- Alfamart saw strong growth from online sales through Alfagift at +45% YoY, with Alfamart members reaching 20m, with 65% shopping every week. Valuations remain attractive with strong growth in 2025.
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