Aspirasi Hidup Indonesia - Solid Sept24 SSSG
Expect strong 9M24 core profit of 13% yoy, in line with our FY24FWe expect ACES’ solid SSSG in Sep24 to support core profit growth of 9.5% yoy in...
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Retail: 3Q24 Preview: Solid Growth, Normalized Margins; Expect Strong Results from ACES and MIDI
We expect solid 3Q24 rev. growth (12.5% yoy) with normalized margins driving retailers to fetch 9M24 core profit growth of 3.9% yoy (in line).
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PT Catur Sentosa Adiprana - One-Stop Shop for Homemakers
Catur Sentosa Adiprana (CSAP IJ) has grown from a building material distribution company into the leading Indonesian retailer in building materials...
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Aspirasi Hidup Indonesia - Strong Aug24 SSSG
ACES reported strong SSSG of 11% yoy in Aug24 and 9.9% for 8M24, exceeding mgmt’s/our FY24 target of at least 7%/7.6%. Aug24-YTD average monthly...
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The Week That Was in ASEAN@Smartkarma - GoTo & Baba, Adaro Energy, and Bangkok Dusit Medical
The past week saw insights on GoTo Gojek Tokopedia (GOTO IJ), Adaro Energy (ADRO IJ), Bangkok Dusit Medical Services (BDMS TB), Lippo Karawaci...
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