Cisarua Mountain Dairy (Cimory) IPO - The Negatives - Losing Market Share, Margin Sustainability
PT Cisarua Mountain Dairy (CMD), a producer of dairy and consumer foods, aims to raise up to US$263m in its Indonesian IPO.
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Cisarua Mountain Dairy (Cimory) IPO - The Positives - Fast Growth, High Market Share
PT Cisarua Mountain Dairy (CMD), a producer of dairy and consumer foods, aims to raise up to US$263m in its Indonesian IPO.
560 Views
Nestle: Not Falling Victim To Short-Sightedness
Nestle has a significantly lower risk profile to many of its large-cap peers. The company's industry-leading return on capital is also sustainable...
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Global Consumer Staples: Allocations at Rock Bottom as Growth Investors Flee
Allocations in Consumer Staples stocks are at decade-long lows. Average fund weights among active Global managers stand at 7.65% following an...
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Crude Oil and Copper Breakdowns Reinforce Our Concerns; Defensive Sectors Remain Attractive
Our cautious outlook is reinforced by ongoing developments. Relative strength improvement for defensives (Utilities, Staples, Real Estate, Health...
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