Global Digital Niaga (BELI IJ) - Speeding the Horses to Profitability
A recent meeting with Global Digital Niaga (BELI IJ) looking at its longer-term strategy confirmed its differentiated standing, with a keen focus...
104 Views
Mitra Adiperkasa (MAPI IJ) - Strong Finisher
A recent meeting with Mitra Adiperkasa confirmed that management remains confident about a strong finish to the year, driven by s strong seasonal...
206 Views
The Week That Was in ASEAN@Smartkarma - MrDIY Indonesia Versus ACES, PZZA, and Singapore Post.
The past week saw insights on PT Daya Intiguna Yasa Tbk (Mr DIY Indonesia), Aspirasi Hidup Indonesia (ACES IJ), Sarimelati Kencana PT (PZZA IJ),...
222 Views
Sarimelati Kencana PT (PZZA IJ) - Emerging from the Oven
PZZA managment maintains that it can hit profitability in 4Q2024, with momentum continuing into 2025, and new formats helping to drive recovery. 4Q...
287 Views
Mr DIY Indonesia IPO - Prefer Aspirasi Hidup Indonesia (ACES IJ)
Mr DIY has a 25% market share of the home improvements segment focusing on the mass market with affordable products. We prefer ACES IJ as a proxy...
432 Views