Matahari Department Store- Q2 2018 Results Review- Tremendous Buying Opportunity
Pt Matahari Department Store (LPPF IJ) reported Q2 2018 on July 31, 2018. The quarterly report did not change my view that Matahari is one of the...
499 Views
Matahari Dept Store: Key Lessons from Our Wrong Call
Pt Matahari Department Store (LPPF IJ) posted disappointing 1H18 results big time. The key lessons we learn from our wrong call are 1) valuation...
575 Views
Lippo Karawaci: Buying Time To Avert Distress
We initiate our coverage on Lippo Karawaci Tbk Pt (LPKR IJ) (“LK”) with a NEUTRAL recommendation on the LPKRIJ complex and a tactical OVERWEIGHT...
1.3k Views
Matahari Dept Store: One of the Best Buying Opportunities Ever? Yes, We Think So
PT Matahari Department Store (LPPF IJ)'s share prices have under-performed rival Ramayana Lestari Sentosa Pt (RALS IJ)'s by a whopping 71 ppt...
247 Views
Mitra Adiperkasa (MAPI IJ) - Firing on All Cylinders - On the Ground in J-Town
A conversation with the management of Mitra Adiperkasa Tbk Pt (MAPI IJ) revealed a company expressing surprise at the enthusiasm of its customers...
335 Views