Primer: Ultrajaya Milk Industry & Trading Co. (ULTJ IJ) - Sep 2026
PT Ultrajaya Milk Industry & Trading Co. Tbk (ULTJ IJ) is Indonesia's preeminent producer of aseptic dairy and ready-to-drink (RTD)...
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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...
822 Views
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...
797 Views
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
Macro Strategy: The Fed Tightens: Can BI Hold the Line?
The Fed Tightens: Can BI Hold the Line? The curve prices in another hike, but historical patterns suggest a more measured yield adjustment than in...
95 Views