Mitra Adiperkasa (MAPI.IJ) Improving Demand and Healthier Inventory Support 2H26 Outlook
Improving Demand and Healthier Inventory Support 2H26 Outlook sees resilient demand in Jul-Aug26, potentially supporting 3Q26 SSSG improvement on...
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Mitra Adiperkasa (MAPI IJ) - Recovery in Motion
MAPI booked a solid set of results in 3Q2025, with momentum continuing into October, as consumer sentiment has started to improve, with active...
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Mitra Adiperkasa (MAPI IJ): Synthetic Expert Call Transcript (29 Jul 2026)
MAPI's capital allocation framework enforces a strict hurdle rate of a 15% to 18% return on invested capital (ROIC) and a 20% internal rate of...
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Asian Equities: Relative Value Trades After This Dislocation
Asian markets present relative value trade opportunities due to sharp dislocations in valuations. TW may correct more, KR could rerate. Long Indo...
322 Views
CrossASEAN Indonesia Strategy - Parting Clouds
The Indonesian stock market was down 2% over the last year despite a flurry of inflows in the summer but this year looks interesting with a new...
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