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In our 3Q25F earnings preview of 13 October...
RETAIL Indonesia Retailers Jody Wijaya Sandy Ham Nayla Yasmin Samuel Christian
We continue to expect modest earnings delivery for the Indonesia...
RETAIL Indonesia Retailers Jody Wijaya Sandy Ham Samuel Christian
As the quarterly results season approaches, we see...
Indonesian retailers still managed to record average top-line growth
For decades, East Asian popular culture, including K-pop, K-dramas, and anime, has thrived domestically.
We anticipate limited upside surprises in the retailers’ 4Q24F results,
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