StubWorld: Indofood (INDF IJ) Trading Rich To Indofood CBP Sukses (ICBP IJ)
Tricky trade. I'd unwind any stub here purely on optics. The pushback is the stub ops are outperforming. I'd be inclined to go outright long near...
242 Views
Southeast Asia Plantations: Where Things Stand with the Weather, Still Bullish
The El Nino is progressing slowly, but for edible oils, heat waves around the world continue to elevate near-term yield risks. Maintain bullish...
571 Views
Cisarua Mountain Dairy (Cimory) IPO - Giving It the Benefit of Margin Doubts
PT Cisarua Mountain Dairy (CMD), a producer of dairy and consumer foods, aims to raise up to US$263m in its Indonesian IPO.
557 Views
StubWorld: Momentum With Indofood CBP
A 40% discount to NAV is wide for what is largely a single stock Holdco. Should ICBP continue to outperform here, I'd recommend a long/short on a...
500 Views
When Indonesian Billionaires List Outside Jakarta: Minority Shareholders Should Think Twice
The most populous regions in the world are China, India, the United States of America, and the European Union. Indonesia completes the top 5 with...
683 Views