The Week that Was in ASEAN@Smartkarma - Thailand's COVID, a Global Indofood, and a +ve for DBS
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
404 Views
Indofood (ICBP): Undervalued and Will Attract New Types of Investors
Devi Subhakesan mentioned in her report in Indofood CBP (ICBP IJ): US$ 3Bn Acqsn. Of Affiliate - Dizzy Valuation, Earnings Dilution that the deal...
593 Views
Indofood CBP (ICBP IJ): Staples - A Safe Haven Amidst Fears of Macro Headwind
Indofood CBP Sukses (ICBP IJ) 's 1H2020 revenue growth at 4% YoY reinforces that a fairly stable demand growth environment for consumer staples...
430 Views
Indofood CBP Sukses (ICBP IJ) - Going Global with Instant Noodles
One of Indonesia's leading staple companies, Indofood CBP Sukses (ICBP IJ), held an EGM this week in Jakarta at which shareholders approved the...
511 Views
The Week that Was in ASEAN@Smartkarma - Malaysian Politics, Thai Retail, and Indonesian Staples
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
405 Views