In today’s briefing:
- Mayora (MYOR): Indo Sugar Tax – A Negative
Mayora (MYOR): Indo Sugar Tax – A Negative
- The sugar tax in Indonesia is plan to be introduced July this year, around Rp 1500/liter for sweetened packaged drinks including soft drinks, bottled tea.
- Mayora Indah (MYOR IJ) tea product is Teh Pucuk Harum, that is widely sold in hypermarts and convenience stores, while Unilever Indonesia (UNVR IJ) no longer owns Teh Sosro.
- Expecting sentiment to be better, Short Mayora and Long Unilever.
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