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...
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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...
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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...
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Primer: Kalbe Farma (KLBF IJ) - Dec 2025
Kalbe Farma is the largest publicly-listed pharmaceutical company in Indonesia and Southeast Asia, with a diversified business model spanning...
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Kalbe Farma (KLBF.IJ) 3Q25: In-Line; Broad-Based Revenue Recovery Offsets Margin Pressure...
Broad-based 3Q25 revenue rebound managed to offset margin drag due to higher BPJS pharma, non-dairy mix, and elevated selling expenses.
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