The Week That Was in ASEAN@Smartkarma - CPALL, Arwana Citramulia, and Sido Muncul
The past week saw insights on CP ALL PCL (CPALL TB), Arwana Citramulia (ARNA IJ), Sido Muncul (SIDO IJ), and AvePoint (AVPT US)
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Consumer: 4Q24 Earnings Outlook: ICBP and INDF to Be Robust, SIDO Eyes Upside
We estimate that the Indofood group still reported strong net profit in FY24, while SIDO may exceed consensus expectations.
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LQ45 Index Rebalance Preview (Jan 2025): Identifying Potential Index Changes
We have identified potential changes for the LQ45 Index in January. The potential adds have been outperforming the deletes. Historically, adds and...
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Consumer Sectoral Update December 17, 2024
Kantar reported that household spending in Indonesia increased by +7.0% YoY in 3Q24, reaching IDR6 mn (vs IDR5.6 mn in 3Q23), driven by fresh food...
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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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