Morningstar Consumer Observer: Shopping for the CPG Brands Best Positioned for a New Era in Commerce
Seismic changes are affecting the consumer packaged goods industry as consumers are becoming less brand loyal and supermarkets are under attack...
512 Views
The Rise of Asia: India and Indonesia's Shared Challenges and Opportunities.
The discourse on Asia’s “rise” is dominated by China and India, countries whose vast populations and buoyant economies have captured the...
405 Views
Asian Equities: Our Asian Robust Dividend Yield Basket – Revisiting After Sharp Outperformance
Since inception (Feb 23) our Robust Dividend Yielders basket generated 20.3% total return vs MSCI AxJ's 11.34%. Our new Dividend Yield basket...
645 Views
HM Sampoerna - Trimming FY24F Post Weak 3Q24 Earnings
Maintain our Hold rating with an unchanged TP of Rp730 (FY25F PE of 11x) as we see uncertainty remains until the MOF regulation is released.
383 Views
HM Sampoerna (HMSP IJ): Global Index Deletion Following IDX Segment Shift
​HM Sampoerna (HMSP IJ) will be removed from the Large cap of the Global Index at the September 2024 review due to a listing change. Forecasted...
466 Views