Cisarua Mountain Dairy (CMRY IJ) - General Trade in the Cross Hairs
Cimory management remains confident about the outlook for 2025 with an ongoing recovery in dairy and an expansion into general trade, with a 10%...
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Cisarua Mountain Dairy (CMRY IJ) - Rising Star in Staples
Cisarua Mountain Dairy stands out as a rising star amongst consumer staples in Indonesia drivne by strong growth in both dairy through Cimory and...
712 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...
1.2k Views
CrossASEAN Indonesia Strategy - Parting Clouds
The Indonesian stock market was down 2% over the last year despite a flurry of inflows in the summer but this year looks interesting with a new...
672 Views
Indonesia Strategy - Caught in a Perfect Updraft?
Despite the JCI knocking on all-time highs, valuations continue to look attractive with prospects of a better 2H2024 and lower interest rates. Top...
632 Views