Cisarua Mountain Dairy (CMRY IJ) - Yoghurt Sticks and Meatballs
Cisarua Mountain Dairy (CMRY IJ) remains one of the most interesting and dynamic staple players in Indonesia, with a leading position in yoghurt...
635 Views
Cisarua Mountain Dairy (CMRY IJ) - General Trade to Drive 2023 Growth
Cimory is an increasingly interesting consumer proxy catering to Indonesia's middle classes but increasingly focusing on the less affluent mass...
512 Views
Harita Nickel IPO: Trading Debut
Peers have re-rated and the IPO price continues to imply a discount to the median peer CY2023 P/E multiple. Therefore, the IPO price remains...
571 Views
Harita Nickel IPO Trading - Quality Names in the Bookbuild Should Aid Sentiment
PT Trimegah Bangun Persada Tbk (Harita Nickel) (2230010D IJ) raised around US$660m in its Indonesian IPO. In this note, we will talk about the...
562 Views
Cisarua Mountain Dairy (CMRY IJ) - Bedding Down with a Portfolio of Growth Products
Cisarua Mountain Dairy is one of the most interesting consumer staples players in Indonesia, with a leading position in dairy and specifically...
564 Views