Consumer: FY25 Outlook: Growth Drivers from Supported Purchasing Power and Strategic Pricing
We expect higher minimum wages in FY25 and a positive impact from purchasing power and govt’s meal program to create more jobs.
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BRIDS Market Pulse: Chart of the Week – China Coal Inventory at Port
The outflow was still dominated by the large-cap banks with coal stock AADI also among the top-5 stocks sold by foreign investors.
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BRIDS Market Pulse : Chart of the week – Nov24-end Domestic Fund Sector Positioning
JCI rose 3.8% wow, partly driven by foreign funds inflows particularly into INDF, ASII BREN, UNTR, and GOTO, which more than offset the persisting...
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Indofood Sukses Makmur - CPO Price Stability and Volume Growth Underpin FY24-25F Outlook
Strong volume growth from ICBP and Bogasari, higher CPO prices, and lower fertilizer costs supported INDF's solid 9M24 performance.
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Indofood CBP Sukses Makmur - Positive Outlook for FY24-25F Intact...
Following the solid 9M24 results, we raise our FY24-25F revenue growth forecast to 8% yoy, primarily driven by stronger volume expectation.
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