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
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
Ramayana Lestari - Moving with the Millennials - On the Ground in J-Town
A meeting with Ramayana Lestari Sentosa Pt (RALS IJ) management in Jakarta last week confirmed that the company continues to move forward on its...
379 Views
Matahari Department Store Q1 2018 Results Review
EXECUTIVE SUMMARYPT Matahari Department Store (LPPF IJ) recently reported Q1 2018 results. The company’s Q1 2018 results positives were an increase...
268 Views