Sido Muncul (SIDO): Margin Expansion and Breastmilk Booster
The first half of 2019 has passed and the global equity market is riding a roller coaster, often at the demise of the many but not at Sido Muncul;...
691 Views
Kino Indonesia (KINO IJ) - A Domestic Consumer Gem - On the Ground in J-Town
Kino Indonesia (KINO IJ) is one of those companies that after visiting leave you feeling elated that you have found a corporate that is not fully...
809 Views
Smartkarma Originals
Indonesia Property - In Search of the End of the Rainbow - Part 9 - Puradelta Lestari (DMAS IJ)
In this series under Smartkarma Originals, CrossASEAN insight providers AngusMackintosh and Jessica Irene seek to determine whether or not we are...
946 Views
Kalbe Farma (KLBF IJ): Navigating Through the New Pharma Dynamics
The healthcare industry in Indonesia has undergone a massive change since the introduction of the National Health Insurance (JKN) in 2014. Although...
1.3k Views
MEGA: Supplement Maker Spreads Healthy Message in Booming Region
We initiate coverage on MEGA with a BUY rating and based on a target price of Bt43, which is derived from the DCF methodology (WACC 12.5% and...
575 Views