Ultrajaya Milk (ULTJ IJ) - Dairy and Tea Recovery in Motion
ULTJ'S prospects for FY2024 look healthy, with expanding distribution and new products helping to drive growth. Valuations look reasonable versus...
613 Views
The Week That Was in ASEAN@Smartkarma - GoTo Completes, Ultrajaya's Milky Future, and BCA's Hybrid
The past week saw insights on GoTo (GOTO IJ), Ultrajaya Milk (ULTJ IJ), Bank Central Asia (BBCA IJ), Bank Negara Indonesia (BBNI IJ), and Bank...
447 Views
Ultrajaya Milk (ULTJ IJ) - The Milkmaid Cometh
Ultrajaya Milk will open a new distribution centre in 1Q2024, which should help to drive growth plus it looks to launch new product categories in...
549 Views
Indofood CBP Sukses (ICBP IJ) - FMCG On Track at Home and Abroad
Indofood CBP should increasingly be seen as an emerging market consumer staples player, with globally recognised brands such as Indomie and...
417 Views
Indonesian Strategy - Election Race Hots Up Amidst Profits Recovery
We explore the prospects across different sectors in Indonesia with a positive view on banks, retail, consumer staples, property, and Astra...
1.3k Views