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.
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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...
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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...
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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...
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StubWorld: Switching Into Indofood Sukses?
Doubling up on StubWorld this week ...Indofood Sukses Makmur Tbk P (INDF IJ)'s NAV narrows as 80.5%-held Indofood CBP Sukses (ICBP IJ)...
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