Commodities Play ?
Since 2Q 2016, Sucorinvest Asset Management has turning bullish on commodities and I expect the trend to persist going forward.
Here is my report link in case you missed it COMMODITIES LOVE THE UNLOVED.pdf
With higher commodities prices especially Palm Oil and Coal, I am sure it will help Ramayana performance in the future as 40% of Ramayana stores located in ex-Java island. Sure, there will be a 3-6 months time lag between improvement in commodities prices and Ramayana SSSG performance according to Mr. Aloysius.