In today’s briefing:
- Indonesian Rubber Sector Falters As Production, Exports Slide
- Cisarua Mountain Dairy (CMRY IJ) – New Variants and Channels
Indonesian Rubber Sector Falters As Production, Exports Slide
- Output hits 2.04 million tons and exports 1.6 million tons in 2024
- ANRPC anticipates Indo rubber production to slip by 9.8% in 2025
- Chinese tire firms pitching tent in Indo may benefit from trade war
Cisarua Mountain Dairy (CMRY IJ) – New Variants and Channels
- Cisarua Mountain Dairy booked a strong finish to the year in terms of sales growth despite a high base driven by premium consumer foods, but with dairy showing recovery.
- The company saw an improvement in gross margins in 4Q2024 driven by the stabilization of raw materials and product mix, but operating margins were impacted by higher promotional spending..
- Cimory will drive future growth by expanding across channels, especially general trade and with the launch of new products in both dairy and consumer food segments. Valuations remain attractive.
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