Indonesia Retailers - Cultural exports as a form of influence
JW SH SCFor decades, East Asian popular culture, including K-pop, K-dramas, and anime, has thrived domestically.
For decades, East Asian popular culture, including K-pop, K-dramas, and anime, has thrived domestically.
Based on our conversations with investors, many are concerned about the overall Indonesia consumer demand outl
We anticipate limited upside surprises in the retailers’ 4Q24F results,
Despite the anticipated rate cut cycle, we believe Indonesia banks have limited room to lower their cost of fu
Aspirasi Hidup Indonesia (ACES IJ, Neutral) — We estimate a robust 11%/13% y-y increase in both sales/net prof
2Q24 review: ERAA upbeat and ACES downbeat were the only surprises Overall results were largely in line