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...
429 Views
The Week That Was in ASEAN@Smartkarma - Ace Hardware's Spike, Erajaya's Ramp-Up, and Leader Energy
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
416 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...
493 Views
The Week That Was in ASEAN@Smartkarma - SCMA's Reset, Metrodata, and Indocement's Alternative Edge.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
304 Views
The Week That Was in ASEAN@Smartkarma - The Omnibus Law, Bank Risk, and Mobile World
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
285 Views