bullish

Kino Indonesia

Kino Indonesia (KINO IJ) - Undiscovered Consumer Proxy

Equity Bottom-Up
365 Views, 24 Jun 2022 15:35
EXECUTIVE SUMMARY
  • Kino Indonesia (KINO IJ) continues to look like a lesser known consumer proxy despite its interesting portfolio of leading brands in beverages, personal care, food, and pharmacy. 
  • The company is already seeing a strong rebound in the sales of beverages and personal care products, as mobility resumes in Indonesia. 
  • Higher packaging, distribution, and input costs are putting some pressure on margins but this is being offset through selective price increases. The recent pull-back in share price provides an opportunity.
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Angus Mackintosh
ASEAN Insight Provider
CrossASEAN Research
IndonesiaEquity Bottom-UpThematic (Sector/Industry)

In Equity Sales and Research for more than 25 years covering Asian markets. Possesses in-depth knowledge of a wide range... 

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