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...
1.3k Views
Mayora Indah (MYOR.IJ) Conservative FY26 Top Line Guidance with Managed Margin Resilience
Cost pressures from Middle East tensions to emerge from 2Q26, with modest freight impact and max ~2% margin dilution from packaging cost.
118 Views
Primer: Mayora Indah (MYOR IJ) - Jan 2026
Mayora Indah is a leading Indonesian FMCG company with a strong portfolio of well-known brands in both domestic and international markets. Its...
213 Views
Consumer: 2Q26 Preview: Post-Eid Slowdown with Margin Pressure (OVERWEIGHT)
Post-Eid Slowdown with Margin Pressure. We expect 2Q26E revenue to soften QoQ post-Eid, with 1H26 cumulative rev growth of 3.5% yoy, broadly in...
99 Views
Consumer: Valuation Reset on Macro & Earnings Uncertainty (OVERWEIGHT)
Maintain Overweight on the sector; top picks are MYOR (TP Rp2,700) and ICBP (TP Rp10,500). Significant valuation correction reflects weak macro...
111 Views