The Stocks to Own in ASEAN – Vol. 51
We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology. Portfolio changes: Five stocks remain, nine stocks added.
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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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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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Nusantara Sejahtera Raya (Cinema XXI) IPO - The Negatives - Private Placement, Not a Primary Raising
Cinema XXI (CINEMA IJ) aims to raise up to US$160m in its Indonesia IPO. In this note, we talk about the not-so-positive aspects of the deal.
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Mayora (MYOR): Indo Sugar Tax - A Negative
Mayora's earning t is expected to suffer from the introduction of sugar tax in Indonesia while Unilever, whose share price has also suffered as bad...
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