Mayora Indah (MYOR IJ) - Classy Biscuits and Beverages
Mayora Indah (MYOR IJ) saw a significant positive surge in profitability from lower raw material prices and lower operating costs in 3Q2023, which...
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Primer: Unilever Indonesia (UNVR IJ) - Aug 2026
Dominant Market Leader Facing Headwinds: Unilever Indonesia is a dominant player in the nation's consumer goods sector with an extensive...
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Unilever Indonesia (UNVR.IJ) Strong 2Q26 Volume Growth Supported Earnings (In-Line)...
We tweaked our est slightly post results, maintain Buy with a lower TP of Rp2,200. Volume-led growth in 2Q26 on both core and premium products.
120 Views
Curator's Cut: Critical Minerals' Rise, SEA's Digital Promise & IT Services in Flux
In this cut, we review the global focus on critical minerals, how ASEAN's digital economy can grow amidst political uncertainty, and how IT...
453 Views
BUY: First Pacific Company (142 HK): Right Stock Trapped in the Wrong Market
Since our insight on 1st Pac last Sept., the stock has gained 33%. Company had solid 2024 results. MPIC, the undervalued Phil./Indonesia...
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