Erajaya Swasembada (ERAA IJ) - Affordability Rocks
Erajaya Swasembada (ERAA IJ) booked a solid set of 1H2024 results driven by the availability of affordable handsets, with volumes driving growth...
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Erajaya Swasembada (ERAA IJ) - Less New Stores with Higher Volumes
Erajaya will slow its store buildout this year as it focuses on productivity ny it is still expected to add 200 new stores in Indonesia. Valuation...
479 Views
Erajaya Swasembada (ERAA IJ) - Coming Out a Squall
Erajaya should see a reovery in 4Q2023, given plans to limit store expansion plus a lack of write-offs. Trading on 5x FY2024E PER with forecast...
985 Views
Erajaya Swasembada (ERAA IJ) - In Ramping Up Mode
Erajaya plans to slow its store build-out this year, as it ramps up its new outlets helping to improve profitability, with strong sales performance...
650 Views
Mobile World Investment (MWG VN) - From Mobile Phones to Groceries
On the tail of last years Smartkarma Originals series on ASEAN retail, we continue to search out compelling retail stories in the region. Mobile...
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