Indonesia: Non-Oil Imports Growth Likely to Turn Positive on Gradually Improving Domestic Demand
While the ongoing slowdown in China and concerns about the global economy are expected to continue to weigh on Indonesia’s exports, gradually...
1.5k Views
Matahari Department Store (LPPF IJ) - Turning Corners
Matahari Department Store just announced 2Q2021 resluts, which showed a significant turnaround in the business, which we suggest is sustainable and...
515 Views
Metrodata Electronic (MTDL IJ) - A Rare Value Play on Indonesia's Digitalization
Metrodata Electronic (MTDL IJ) is a rare value play on the rapid digitalization in Indonesia, which has seen an acceleration driven by the growth...
779 Views
Smartkarma Originals
Matahari Department Store (LPPF IJ) - New Dawn
In this Smartkarma Originals series of Insights on ASEAN Retail, we seek to determine which retail formats are winning out in the battle for...
1.2k Views
Matahari Department Store - "The King Is Dead, Long Live the King?" - On the Ground in J-Town
There is a body of opinion out there that suggests that the Pt Matahari Department Store (LPPF IJ) model is broken and it should be forever...
1.1k Views