The Week That Was in ASEAN@Smartkarma - Ultrajaya's Recovery, MAPI's Regional, and Semen Indonesia.
The past week saw insights on Ultrajaya Milk (ULTJ IJ), Mitra Adiperkasa (MAPI IJ), PT Nippon Indosari Corpindo (ROTI IJ), Bukalapak.com (BUKA IJ),...
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PT Nippon Indosari Corpindo (ROTI IJ) - Headwinds Dissipating
ROTI has launched several more affordable products to help drive its push into general trade whilst raw material prices remain under control....
676 Views
Indonesia's Election - When the Music's Over?
We remain positive on the outlook for Indonesia, with increased government spending to fast-track Jokowi's legacy projects. Prabowo also looks set...
374 Views
The Week That Was in ASEAN@Smartkarma - Indofood's On Track, ROTI's Rising, and BliBli's Omnichannel
The past week has seen insights on Indofood CBP Sukses (ICBP IJ), PT Nippon Indosari Corpindo (ROTI IJ), Global Digital Niaga (BELI IJ), OCBC (OCBC...
573 Views
PT Nippon Indosari Corpindo (ROTI IJ) - Baking in Rising Expectations
The outlook for ROTI in 4Q and into FY2024 looks positive given a wider footprint and the potential for improvements in its return rate. Valuations...
457 Views