Ace Hardware Indonesia: Bloated Inventory Remaining a Big Overhang
Ace Hardware Indonesia (ACES IJ) has seen its SSSG recover to 5% in 1Q17 and 14% in Apr, vs. 0.5-1.4% in 2015-16. Management sees online retail...
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ACE Hardware - Freshly Made Sheets - On the Ground in J -Town
I met with Ace Hardware Indonesia (ACES IJ) management in Jakarta last week, which confirmed my positive view on the company's growth prospects....
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The Week that Was in ASEAN@Smartkarma - Hire Cars, Rollercoasters and Containers
The most significant event in ASEAN this week was rating agency S&P's upgrade of Indonesia's Sovereign Rating to Investment Grade. It upgraded...
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Jakarta's Gubernatorial Election - A Close Run Thing
A voter brandishes the proof of her stake in democracy in IndonesiaAfter the first round of the Jakarta Governor Election, incumbent Governor...
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The Week that Was in ASEAN@Smartkarma - Hospitals, Drugs, and Tiles
The Week that Was in ASEAN@SmartkarmaIn this latest ASEAN offering, put together in the heart of Jakarta or "The Big Durian" for those who know and...
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