Sumber Alfaria Trijaya (AMRT IJ) - Good Reason for Optimism
Alfamart will continue to expand its store network in 2025, with Lawson under AMRT to bring future synergy benefits. Valuations look attractive...
512 Views
IDX30/LQ45/IDX80 Index Rebalance: Few Changes
There is 1 constituent change for the IDX30 and 2 for the IDX80, nothing for the LQ45. Flow and impact are material for the IDX30 index changes.
656 Views
Retailers Boost Promotions as FMCG Prices Rise Ahead of Eid Festive (OVERWEIGHT)
Retailers have offered healthy promotions Ytd, while we observed some FMCG price increases ahead of the Eid Festive season.
285 Views
Sumber Alfaria Trijaya (AMRT IJ) - Renewing Strategies for 2025
Sumber Alfaria Trijaya (AMRT IJ) is set to book a strong finish to the year, with revenues on track to meet guidance and 4Q benefiting from...
601 Views
The Week That Was in ASEAN@Smartkarma - Erajaya's Strong Finish, Grab +ve, and Alfamart's On-Target
The past week saw insights on Erajaya Swasembada (ERAA IJ), Grab Holdings (GRAB US), GoTo Gojek Tokopedia (GOTO IJ), Sumber Alfaria Trijaya (AMRT...
612 Views