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Matahari Department Store (LPPF IJ)
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194
Analysis
Consumer Discretionary
•
Indonesia
PT Matahari Department Store Tbk engages in the retail business for several types of products such as clothes, accessories, bags, shoes, cosmetics, household appliances, and management consulting services.
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bullish
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Ramayana Lestari Sentosa
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26 Jan 2019 17:00
Ramayana Lestari Sentosa (RALS IJ) - The Changeling - On the Ground in J-Town
A visit to Ramayana Lestari Sentosa (RALS IJ) in Jakarta confirmed that its positive transformation continues, as it strives to move up the value...
Angus Mackintosh
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605 Views
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bullish
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Cross Asset Strategy
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10 Dec 2018 18:30
The Week that Was in ASEAN@Smartkarma - Booming Thailand, Department Stores, and Hospitals
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
Angus Mackintosh
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582 Views
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bullish
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Matahari Department Store
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05 Dec 2018 18:09
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...
Angus Mackintosh
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1.1k Views
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bullish
•
Cross Asset Strategy
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04 Nov 2018 12:20
The Week that Was in ASEAN@Smartkarma - Monetary Policy, Building Materials, and Department Stores
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
Angus Mackintosh
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524 Views
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bullish
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Mitra Adiperkasa
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01 Nov 2018 12:05
Mitra Adiperkasa: Resilient Retailer?
Quick phone conversation with the IR of Mitra Adiperkasa (MAPI IJ) reveals that department stores segment is the star performer behind solid 9M18...
Johannes Salim, CFA
488 Views
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