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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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...
417 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